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 | $727,628 | -9.2% | 13,595 | -4.9% | 0.03% | -8.3% |
| Q2 2023 | $801,631 | -2.2% | 14,294 | -3.7% | 0.04% | +2.9% |
| Q1 2023 | $819,288 | -6.9% | 14,839 | -12.8% | 0.04% | -16.7% |
| Q4 2022 | $879,861 | +92.5% | 17,012 | +70.5% | 0.04% | +61.5% |
| Q3 2022 | $457,000 | -31.9% | 9,978 | -23.2% | 0.03% | -36.6% |
| Q2 2022 | $671,000 | +17.7% | 13,000 | +36.3% | 0.04% | +17.1% |
| Q1 2022 | $570,000 | +7.5% | 9,536 | +14.5% | 0.04% | +9.4% |
| Q4 2021 | $530,000 | +131.4% | 8,331 | +130.1% | 0.03% | +113.3% |
| Q3 2021 | $229,000 | -10.2% | 3,620 | -6.8% | 0.02% | -11.8% |
| Q2 2021 | $255,000 | +28.1% | 3,885 | +22.2% | 0.02% | +21.4% |
| Q1 2021 | $199,000 | +145.7% | 3,179 | +65.7% | 0.01% | +16.7% |
| Q1 2020 | $81,000 | -33.6% | 1,919 | -12.7% | 0.01% | -25.0% |
| Q4 2019 | $122,000 | +62.7% | 2,198 | +52.3% | 0.02% | +45.5% |
| Q3 2019 | $75,000 | -17.6% | 1,443 | -16.3% | 0.01% | -21.4% |
| Q2 2019 | $91,000 | +1.1% | 1,724 | -0.6% | 0.01% | -6.7% |
| Q1 2019 | $90,000 | +7.1% | 1,734 | -2.8% | 0.02% | -6.2% |
| Q4 2018 | $84,000 | -22.9% | 1,784 | -11.6% | 0.02% | -20.0% |
| Q3 2018 | $109,000 | +0.9% | 2,019 | +0.7% | 0.02% | -4.8% |
| Q2 2018 | $108,000 | +40.3% | 2,004 | +47.2% | 0.02% | +23.5% |
| Q1 2018 | $77,000 | +42.6% | 1,361 | +43.4% | 0.02% | +21.4% |
| Q4 2017 | $54,000 | +28.6% | 949 | +23.2% | 0.01% | +16.7% |
| Q3 2017 | $42,000 | +180.0% | 770 | +141.4% | 0.01% | +33.3% |
| Q4 2016 | $15,000 | 0.0% | 319 | 0.0% | 0.01% | -10.0% |
| Q3 2016 | $15,000 | -90.2% | 319 | -90.8% | 0.01% | -90.7% |
| Q2 2016 | $153,000 | – | 3,449 | – | 0.11% | – |
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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% |