VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 397 filers reported holding VANGUARD STAR FDS in Q3 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,962,158 | -12.6% | 111,401 | -8.4% | 0.13% | -14.6% |
| Q2 2023 | $6,818,016 | +36.5% | 121,577 | +34.4% | 0.15% | +29.1% |
| Q1 2023 | $4,993,550 | +60.3% | 90,446 | +50.2% | 0.12% | +30.0% |
| Q4 2022 | $3,114,598 | +20.2% | 60,220 | +6.4% | 0.09% | -6.2% |
| Q3 2022 | $2,591,000 | -9.8% | 56,601 | +1.7% | 0.10% | -22.0% |
| Q2 2022 | $2,872,000 | -13.0% | 55,648 | +0.7% | 0.12% | -1.6% |
| Q1 2022 | $3,303,000 | +10.8% | 55,288 | +17.9% | 0.12% | +19.0% |
| Q4 2021 | $2,980,000 | +3.7% | 46,882 | +3.2% | 0.10% | -7.9% |
| Q3 2021 | $2,875,000 | +3.5% | 45,446 | +7.4% | 0.11% | 0.0% |
| Q2 2021 | $2,779,000 | +3.2% | 42,313 | -1.5% | 0.11% | -9.5% |
| Q1 2021 | $2,694,000 | +248.1% | 42,963 | +233.8% | 0.13% | +215.0% |
| Q4 2020 | $774,000 | +19.6% | 12,870 | +3.8% | 0.04% | -11.1% |
| Q3 2020 | $647,000 | -13.4% | 12,398 | -18.4% | 0.04% | -16.7% |
| Q2 2020 | $747,000 | +32.2% | 15,189 | +12.8% | 0.05% | +8.0% |
| Q1 2020 | $565,000 | -13.5% | 13,465 | +14.9% | 0.05% | -2.0% |
| Q4 2019 | $653,000 | +77.0% | 11,720 | +64.2% | 0.05% | +54.5% |
| Q3 2019 | $369,000 | +7.9% | 7,137 | +10.1% | 0.03% | +26.9% |
| Q2 2019 | $342,000 | +70.1% | 6,480 | +71.9% | 0.03% | -10.3% |
| Q1 2019 | $201,000 | +1446.2% | 3,770 | +1518.0% | 0.03% | +866.7% |
| Q3 2018 | $13,000 | +62.5% | 233 | +62.9% | 0.00% | +50.0% |
| Q2 2018 | $8,000 | 0.0% | 143 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | – | 143 | – | 0.00% | – |
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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% |