VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 2020. 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 | $306,534 | -13.4% | 5,727 | -9.3% | 0.02% | -4.8% |
| Q2 2023 | $354,049 | +3.8% | 6,313 | +2.2% | 0.02% | -4.5% |
| Q1 2023 | $341,185 | +66.6% | 6,180 | +56.1% | 0.02% | +46.7% |
| Q4 2022 | $204,811 | -66.2% | 3,960 | -57.1% | 0.02% | -64.3% |
| Q2 2021 | $606,000 | -21.2% | 9,228 | -24.7% | 0.04% | -30.0% |
| Q1 2021 | $769,000 | +60.2% | 12,260 | +53.5% | 0.06% | +53.8% |
| Q4 2020 | $480,000 | +11.4% | 7,987 | -3.3% | 0.04% | +18.2% |
| Q3 2020 | $431,000 | +5.9% | 8,261 | -0.5% | 0.03% | +6.5% |
| Q2 2020 | $407,000 | -7.1% | 8,300 | -21.0% | 0.03% | -41.5% |
| Q1 2020 | $438,000 | -25.5% | 10,500 | -0.3% | 0.05% | +130.4% |
| Q4 2019 | $588,000 | +8.5% | 10,528 | +0.4% | 0.02% | -58.9% |
| Q3 2019 | $542,000 | -2.7% | 10,490 | -0.7% | 0.06% | 0.0% |
| Q2 2019 | $557,000 | -3.6% | 10,565 | -5.1% | 0.06% | -12.5% |
| Q1 2019 | $578,000 | +9.1% | 11,133 | -0.8% | 0.06% | -3.0% |
| Q4 2018 | $530,000 | +20.2% | 11,222 | +37.6% | 0.07% | +37.5% |
| Q3 2018 | $441,000 | +5.0% | 8,158 | +5.0% | 0.05% | +54.8% |
| Q2 2018 | $420,000 | 0.0% | 7,766 | +4.5% | 0.03% | -6.1% |
| Q1 2018 | $420,000 | +4.0% | 7,435 | +4.5% | 0.03% | +6.5% |
| Q4 2017 | $404,000 | +57.2% | 7,116 | +51.3% | 0.03% | +34.8% |
| Q3 2017 | $257,000 | – | 4,704 | – | 0.02% | – |
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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% |