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 | $4,482,317 | +0.1% | 83,750 | +4.9% | 0.37% | +0.8% |
| Q2 2023 | $4,478,294 | +7.5% | 79,856 | +5.8% | 0.37% | -5.6% |
| Q1 2023 | $4,165,416 | +1.3% | 75,447 | -5.1% | 0.39% | -6.9% |
| Q4 2022 | $4,110,778 | +13.7% | 79,481 | +0.6% | 0.42% | +0.5% |
| Q3 2022 | $3,615,000 | +1.7% | 78,987 | +14.7% | 0.42% | +5.0% |
| Q2 2022 | $3,553,000 | -24.9% | 68,838 | -13.1% | 0.40% | -12.5% |
| Q1 2022 | $4,730,000 | +8.1% | 79,182 | +15.0% | 0.46% | +10.1% |
| Q4 2021 | $4,377,000 | +141.7% | 68,851 | +149.7% | 0.41% | +112.3% |
| Q3 2021 | $1,811,000 | 0.0% | 27,569 | 0.0% | 0.20% | +0.5% |
| Q2 2021 | $1,811,000 | +7.7% | 27,569 | +2.8% | 0.19% | +1.6% |
| Q1 2021 | $1,681,000 | +5.7% | 26,811 | +1.4% | 0.19% | -3.0% |
| Q4 2020 | $1,591,000 | +15.5% | 26,451 | +0.2% | 0.20% | +5.9% |
| Q3 2020 | $1,377,000 | +7.7% | 26,402 | +1.5% | 0.19% | -1.1% |
| Q2 2020 | $1,279,000 | +39.5% | 26,014 | +19.1% | 0.19% | +2.7% |
| Q1 2020 | $917,000 | -24.5% | 21,844 | +0.2% | 0.18% | -14.1% |
| Q4 2019 | $1,214,000 | +2.2% | 21,796 | -5.2% | 0.21% | -8.6% |
| Q3 2019 | $1,188,000 | +0.8% | 22,999 | +2.9% | 0.23% | -4.5% |
| Q2 2019 | $1,178,000 | -4.1% | 22,342 | -5.7% | 0.24% | -3.2% |
| Q1 2019 | $1,229,000 | +9.3% | 23,686 | -0.5% | 0.25% | -7.7% |
| Q4 2018 | $1,124,000 | +3.1% | 23,809 | +18.1% | 0.27% | +35.1% |
| Q3 2018 | $1,090,000 | +2.3% | 20,156 | +2.3% | 0.20% | -5.2% |
| Q2 2018 | $1,065,000 | +7.9% | 19,694 | +11.0% | 0.21% | -27.3% |
| Q1 2018 | $987,000 | -2.3% | 17,740 | +2.6% | 0.29% | +1.0% |
| Q4 2017 | $1,010,000 | +8.8% | 17,285 | +2.1% | 0.29% | -3.7% |
| Q3 2017 | $928,000 | +14.1% | 16,927 | +8.0% | 0.30% | +6.7% |
| Q2 2017 | $813,000 | +5.4% | 15,671 | +0.5% | 0.28% | -4.4% |
| Q1 2017 | $771,000 | +17.5% | 15,591 | +12.7% | 0.30% | +4.2% |
| Q4 2016 | $656,000 | – | 13,835 | – | 0.28% | – |
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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% |