VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,591,778 | +14.9% | 4,943,493 | +20.4% | 0.39% | -5.3% |
| Q2 2023 | $230,292,776 | +9.6% | 4,106,688 | +7.9% | 0.41% | +4.6% |
| Q1 2023 | $210,133,617 | +5.0% | 3,805,641 | -1.7% | 0.40% | -2.5% |
| Q4 2022 | $200,180,199 | +20.4% | 3,870,180 | +6.5% | 0.40% | +6.6% |
| Q3 2022 | $166,273,000 | -12.9% | 3,632,513 | -1.7% | 0.38% | -9.7% |
| Q2 2022 | $190,803,000 | -12.1% | 3,696,703 | +1.3% | 0.42% | 0.0% |
| Q1 2022 | $217,066,000 | -1.4% | 3,648,551 | +5.3% | 0.42% | +1.0% |
| Q4 2021 | $220,219,000 | +6.9% | 3,463,813 | +6.4% | 0.42% | -2.8% |
| Q3 2021 | $206,009,000 | +5.9% | 3,256,210 | +10.0% | 0.43% | +1.9% |
| Q2 2021 | $194,501,000 | +8.8% | 2,961,062 | +3.9% | 0.42% | -2.1% |
| Q1 2021 | $178,769,000 | +0.6% | 2,850,743 | -3.4% | 0.43% | -9.3% |
| Q4 2020 | $177,637,000 | +17.5% | 2,952,456 | +1.9% | 0.47% | +4.9% |
| Q3 2020 | $151,184,000 | +13.6% | 2,898,306 | +7.1% | 0.45% | +1.1% |
| Q2 2020 | $133,133,000 | +20.8% | 2,707,247 | -41.6% | 0.45% | -0.9% |
| Q1 2020 | $110,238,000 | – | 4,638,745 | – | 0.45% | – |
Download | ||||||
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% |