VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 435 filers reported holding VANGUARD STAR FDS in Q2 2019. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $436,000 | -9.9% | 9,532 | +1.7% | 0.04% | -5.1% |
| Q2 2022 | $484,000 | -36.0% | 9,370 | -26.0% | 0.04% | -27.8% |
| Q1 2022 | $756,000 | +7.7% | 12,659 | +14.6% | 0.05% | +8.0% |
| Q4 2021 | $702,000 | +21.7% | 11,046 | +21.0% | 0.05% | +8.7% |
| Q3 2021 | $577,000 | +119.4% | 9,128 | +128.0% | 0.05% | +109.1% |
| Q2 2021 | $263,000 | -5.4% | 4,003 | -9.6% | 0.02% | -18.5% |
| Q1 2021 | $278,000 | +21.9% | 4,427 | +0.1% | 0.03% | -12.9% |
| Q3 2019 | $228,000 | +10.1% | 4,421 | +12.4% | 0.03% | +6.9% |
| Q2 2019 | $207,000 | +51.1% | 3,932 | +35.6% | 0.03% | +26.1% |
| Q4 2018 | $137,000 | – | 2,899 | – | 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% |