VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 505 filers reported holding VANGUARD STAR FDS in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $472,288 | +1.2% | 8,422 | -0.4% | 0.04% | -7.7% |
| Q1 2023 | $466,885 | +5.4% | 8,457 | -1.3% | 0.04% | -9.3% |
| Q4 2022 | $442,987 | -49.8% | 8,565 | -38.3% | 0.04% | -50.6% |
| Q4 2021 | $882,000 | -6.5% | 13,881 | -6.9% | 0.09% | -16.3% |
| Q3 2021 | $943,000 | +3.9% | 14,913 | +7.9% | 0.10% | 0.0% |
| Q2 2021 | $908,000 | -2.3% | 13,826 | -6.7% | 0.10% | -12.6% |
| Q1 2021 | $929,000 | +1.6% | 14,812 | -2.5% | 0.12% | -23.2% |
| Q4 2020 | $914,000 | +57.6% | 15,198 | +39.7% | 0.16% | +39.6% |
| Q3 2020 | $580,000 | +97.3% | 10,877 | +89.0% | 0.11% | +68.2% |
| Q2 2020 | $294,000 | -14.0% | 5,754 | -26.4% | 0.07% | -28.3% |
| Q1 2020 | $342,000 | -56.0% | 7,814 | -44.0% | 0.09% | -51.8% |
| Q4 2019 | $777,000 | +27.4% | 13,947 | +16.4% | 0.19% | +13.7% |
| Q3 2019 | $610,000 | -5.1% | 11,982 | -1.9% | 0.17% | -4.0% |
| Q2 2019 | $643,000 | +72.4% | 12,211 | +74.4% | 0.18% | +53.5% |
| Q1 2019 | $373,000 | -18.2% | 7,001 | -22.4% | 0.11% | -20.3% |
| Q4 2018 | $456,000 | – | 9,021 | – | 0.14% | – |
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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% |