VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 514 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $222,000 | -13.3% | 3,715 | -7.6% | 0.02% | -5.6% |
| Q4 2021 | $256,000 | -1.9% | 4,021 | -2.8% | 0.02% | -5.3% |
| Q3 2021 | $261,000 | -5.8% | 4,136 | -1.9% | 0.02% | -5.0% |
| Q2 2021 | $277,000 | +7.4% | 4,216 | +2.2% | 0.02% | +5.3% |
| Q1 2021 | $258,000 | +3.6% | 4,126 | -0.2% | 0.02% | -5.0% |
| Q4 2020 | $249,000 | +15.3% | 4,136 | 0.0% | 0.02% | +11.1% |
| Q3 2020 | $216,000 | +2.9% | 4,136 | +9.7% | 0.02% | -5.3% |
| Q4 2019 | $210,000 | +3.4% | 3,771 | -4.3% | 0.02% | -5.0% |
| Q3 2019 | $203,000 | -15.4% | 3,939 | -13.4% | 0.02% | -13.0% |
| Q2 2019 | $240,000 | +1.7% | 4,549 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $236,000 | 0.0% | 4,549 | -9.1% | 0.02% | -11.5% |
| Q4 2018 | $236,000 | -18.3% | 5,005 | -6.7% | 0.03% | -7.1% |
| Q3 2018 | $289,000 | -8.5% | 5,362 | -8.3% | 0.03% | -3.4% |
| Q2 2018 | $316,000 | -4.2% | 5,850 | 0.0% | 0.03% | -3.3% |
| Q1 2018 | $330,000 | -0.6% | 5,850 | 0.0% | 0.03% | -9.1% |
| Q4 2017 | $332,000 | +2.5% | 5,850 | -1.1% | 0.03% | -2.9% |
| Q3 2017 | $324,000 | +2.2% | 5,915 | -3.0% | 0.03% | -5.6% |
| Q2 2017 | $317,000 | +3.6% | 6,101 | -1.0% | 0.04% | +5.9% |
| Q1 2017 | $306,000 | – | 6,160 | – | 0.03% | – |
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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% |