VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,246,074 | -4.2% | 41,967 | +0.4% | 0.88% | -3.3% |
| Q2 2023 | $2,345,097 | +1.6% | 41,817 | 0.0% | 0.91% | +1.4% |
| Q1 2023 | $2,308,717 | +28.2% | 41,817 | +20.1% | 0.90% | +41.4% |
| Q4 2022 | $1,800,735 | +13.0% | 34,817 | 0.0% | 0.64% | +12.4% |
| Q3 2022 | $1,594,000 | -26.1% | 34,817 | -16.7% | 0.56% | -15.9% |
| Q2 2022 | $2,158,000 | -13.6% | 41,817 | 0.0% | 0.67% | +4.0% |
| Q1 2022 | $2,498,000 | -6.2% | 41,817 | 0.0% | 0.65% | -7.1% |
| Q4 2021 | $2,662,000 | +0.5% | 41,817 | -0.1% | 0.70% | -3.7% |
| Q3 2021 | $2,649,000 | -14.0% | 41,867 | -10.7% | 0.72% | -1.5% |
| Q2 2021 | $3,080,000 | +4.8% | 46,887 | 0.0% | 0.73% | -5.7% |
| Q1 2021 | $2,940,000 | +4.2% | 46,887 | 0.0% | 0.78% | +11.5% |
| Q4 2020 | $2,821,000 | +15.3% | 46,887 | 0.0% | 0.70% | -4.5% |
| Q3 2020 | $2,446,000 | +6.1% | 46,887 | 0.0% | 0.73% | -0.9% |
| Q2 2020 | $2,305,000 | +17.2% | 46,887 | 0.0% | 0.74% | -1.6% |
| Q1 2020 | $1,967,000 | -24.7% | 46,887 | 0.0% | 0.75% | -13.9% |
| Q4 2019 | $2,611,000 | +6.2% | 46,887 | -1.5% | 0.87% | +7.8% |
| Q3 2019 | $2,458,000 | -3.8% | 47,587 | -1.8% | 0.81% | -22.3% |
| Q2 2019 | $2,556,000 | +1.6% | 48,457 | 0.0% | 1.04% | -2.3% |
| Q1 2019 | $2,515,000 | +6.8% | 48,457 | -2.8% | 1.06% | -6.7% |
| Q4 2018 | $2,354,000 | -14.0% | 49,857 | -1.2% | 1.14% | -13.3% |
| Q3 2018 | $2,738,000 | -2.6% | 50,457 | -2.9% | 1.31% | -10.9% |
| Q2 2018 | $2,811,000 | -4.3% | 51,957 | 0.0% | 1.47% | -16.0% |
| Q1 2018 | $2,938,000 | +494.7% | 51,957 | +497.2% | 1.76% | +572.4% |
| Q4 2017 | $494,000 | +3.8% | 8,700 | 0.0% | 0.26% | -23.2% |
| Q3 2017 | $476,000 | +5.3% | 8,700 | 0.0% | 0.34% | +3.7% |
| Q2 2017 | $452,000 | +4.6% | 8,700 | 0.0% | 0.33% | +5.1% |
| Q1 2017 | $432,000 | – | 8,700 | – | 0.31% | – |
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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% |