VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 214 filers reported holding VANGUARD STAR FDS in Q3 2016. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $32,000 | -11.1% | 698 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $36,000 | -93.8% | 698 | -92.8% | 0.02% | -93.1% |
| Q1 2022 | $577,000 | -68.0% | 9,666 | -66.0% | 0.23% | -68.0% |
| Q4 2021 | $1,805,000 | +0.5% | 28,388 | 0.0% | 0.73% | -8.8% |
| Q3 2021 | $1,796,000 | -5.2% | 28,388 | -1.6% | 0.80% | -6.4% |
| Q2 2021 | $1,895,000 | +4.8% | 28,859 | 0.0% | 0.85% | -5.1% |
| Q1 2021 | $1,809,000 | +4.2% | 28,859 | 0.0% | 0.90% | -3.4% |
| Q4 2020 | $1,736,000 | -22.3% | 28,859 | -32.6% | 0.93% | -32.9% |
| Q3 2020 | $2,235,000 | +6.3% | 42,841 | +0.2% | 1.39% | -1.9% |
| Q2 2020 | $2,102,000 | -58.3% | 42,748 | -64.4% | 1.42% | -58.4% |
| Q1 2020 | $5,045,000 | -24.6% | 120,244 | +0.0% | 3.41% | -13.9% |
| Q4 2019 | $6,694,000 | -45.8% | 120,208 | -49.7% | 3.96% | -52.1% |
| Q3 2019 | $12,356,000 | -2.4% | 239,184 | -0.3% | 8.27% | +1.1% |
| Q2 2019 | $12,659,000 | +2.1% | 239,987 | +0.4% | 8.18% | +5.4% |
| Q1 2019 | $12,401,000 | +9.2% | 238,938 | -0.7% | 7.76% | -4.9% |
| Q4 2018 | $11,360,000 | -20.8% | 240,586 | -9.5% | 8.17% | +8.3% |
| Q3 2018 | $14,352,000 | -0.0% | 265,786 | +0.1% | 7.54% | -6.4% |
| Q2 2018 | $14,359,000 | +6.1% | 265,408 | +10.9% | 8.06% | -3.8% |
| Q1 2018 | $13,537,000 | +5.3% | 239,383 | +5.8% | 8.37% | +9.4% |
| Q4 2017 | $12,852,000 | +10.3% | 226,219 | +6.3% | 7.66% | +10.8% |
| Q3 2017 | $11,651,000 | +59.6% | 212,881 | +51.5% | 6.91% | +45.4% |
| Q2 2017 | $7,301,000 | +9.6% | 140,491 | +4.8% | 4.75% | +16.5% |
| Q1 2017 | $6,661,000 | +13.8% | 134,071 | +5.1% | 4.08% | +2.0% |
| Q4 2016 | $5,855,000 | +127.0% | 127,621 | +133.6% | 4.00% | +126.0% |
| Q3 2016 | $2,579,000 | +6.1% | 54,621 | 0.0% | 1.77% | +14.0% |
| Q2 2016 | $2,430,000 | +97.1% | 54,621 | +99.0% | 1.55% | +82.6% |
| Q1 2016 | $1,233,000 | +19.5% | 27,441 | +19.9% | 0.85% | -2.9% |
| Q4 2015 | $1,032,000 | – | 22,881 | – | 0.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Louis-Dreyfus Family Office LLC | 733,836 | $37,873,000 | 50.94% |
| OIKOS HOLDINGS LLC | 1,768,636 | $91,279,000 | 30.40% |
| Sageworth Trust Co | 4,856,259 | $250,632,000 | 21.52% |
| SAM Advisors, LLC | 652,744 | $33,659,000 | 16.86% |
| Blooom, Inc. | 179,808 | $9,281,000 | 15.95% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 496,548 | $25,627,000 | 15.81% |
| Mosaic Advisors LLC | 399,256 | $20,606,000 | 15.43% |
| UNIVEST FINANCIAL Corp | 741,908 | $38,290,000 | 12.49% |
| Sunflower Bank, N.A. | 1,163,228 | $60,034,000 | 11.87% |
| Gibson Wealth Advisors LLC | 190,183 | $9,815,000 | 10.94% |