VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $925,372 | -3.4% | 17,290 | +1.2% | 0.19% | +5.5% |
| Q2 2023 | $958,430 | +1.7% | 17,090 | +0.1% | 0.18% | -5.2% |
| Q1 2023 | $942,181 | -2.5% | 17,065 | -8.7% | 0.19% | +46.9% |
| Q4 2022 | $966,814 | -0.2% | 18,693 | -11.7% | 0.13% | -44.9% |
| Q3 2022 | $969,000 | +4.8% | 21,162 | +18.1% | 0.24% | +25.5% |
| Q2 2022 | $925,000 | -3.2% | 17,918 | +11.9% | 0.19% | +10.6% |
| Q1 2022 | $956,000 | -9.6% | 16,008 | -3.7% | 0.17% | -3.4% |
| Q4 2021 | $1,057,000 | -4.5% | 16,628 | -5.0% | 0.18% | -10.2% |
| Q3 2021 | $1,107,000 | -12.6% | 17,507 | -9.2% | 0.20% | -15.2% |
| Q2 2021 | $1,267,000 | -0.9% | 19,286 | -5.4% | 0.23% | -21.2% |
| Q1 2021 | $1,278,000 | +9.5% | 20,377 | +5.0% | 0.29% | 0.0% |
| Q4 2020 | $1,167,000 | +36.2% | 19,406 | +18.2% | 0.29% | +5.0% |
| Q3 2020 | $857,000 | +3.6% | 16,419 | -2.3% | 0.28% | -11.7% |
| Q2 2020 | $827,000 | +117.6% | 16,811 | +85.7% | 0.32% | +81.6% |
| Q1 2020 | $380,000 | -25.8% | 9,053 | -1.5% | 0.17% | -9.4% |
| Q4 2019 | $512,000 | +36.2% | 9,195 | +26.5% | 0.19% | +13.6% |
| Q3 2019 | $376,000 | +0.8% | 7,269 | +3.8% | 0.17% | +5.0% |
| Q2 2019 | $373,000 | +12.0% | 7,003 | +9.1% | 0.16% | -5.8% |
| Q1 2019 | $333,000 | +55.6% | 6,416 | +41.8% | 0.17% | +21.3% |
| Q4 2018 | $214,000 | -34.6% | 4,526 | -25.3% | 0.14% | -27.7% |
| Q3 2018 | $327,000 | +298.8% | 6,062 | +298.3% | 0.20% | +121.6% |
| Q2 2018 | $82,000 | -61.0% | 1,522 | -59.6% | 0.09% | -43.2% |
| Q1 2018 | $210,000 | +4.5% | 3,766 | +9.5% | 0.16% | +3.3% |
| Q4 2017 | $201,000 | +54.6% | 3,439 | +45.2% | 0.15% | +29.3% |
| Q3 2017 | $130,000 | +261.1% | 2,368 | +242.7% | 0.12% | +205.3% |
| Q2 2017 | $36,000 | – | 691 | – | 0.04% | – |
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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% |