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 | $710,049 | -3.4% | 13,267 | +1.2% | 0.05% | -2.0% |
| Q2 2023 | $735,077 | +202.5% | 13,108 | +146.8% | 0.05% | +145.0% |
| Q3 2022 | $243,000 | -27.5% | 5,312 | -18.3% | 0.02% | -28.6% |
| Q2 2022 | $335,000 | -13.0% | 6,500 | +0.9% | 0.03% | -6.7% |
| Q1 2022 | $385,000 | -6.6% | 6,441 | +2.7% | 0.03% | -18.9% |
| Q4 2021 | $412,000 | -25.9% | 6,271 | -28.5% | 0.04% | -21.3% |
| Q3 2021 | $556,000 | +35.0% | 8,765 | +39.8% | 0.05% | +27.0% |
| Q2 2021 | $412,000 | +5.1% | 6,271 | +2.6% | 0.04% | -7.5% |
| Q1 2021 | $392,000 | -17.6% | 6,111 | -22.8% | 0.04% | -29.8% |
| Q4 2020 | $476,000 | +26.9% | 7,918 | +11.3% | 0.06% | +11.8% |
| Q3 2020 | $375,000 | +74.4% | 7,114 | +62.8% | 0.05% | +64.5% |
| Q2 2020 | $215,000 | -53.8% | 4,370 | -55.7% | 0.03% | -81.9% |
| Q4 2018 | $465,000 | – | 9,863 | – | 0.17% | – |
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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% |