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 | $904,984 | +9.6% | 16,909 | +14.8% | 0.80% | +12.8% |
| Q2 2023 | $825,983 | -39.4% | 14,728 | -40.4% | 0.71% | -16.9% |
| Q1 2023 | $1,363,786 | +19.0% | 24,701 | +11.5% | 0.86% | +14.6% |
| Q4 2022 | $1,146,000 | +14.7% | 22,159 | +1.5% | 0.75% | +3.2% |
| Q3 2022 | $999,000 | -11.6% | 21,828 | -0.3% | 0.72% | -4.7% |
| Q2 2022 | $1,130,000 | -16.6% | 21,887 | -3.5% | 0.76% | -1.4% |
| Q1 2022 | $1,355,000 | -4.6% | 22,685 | +1.5% | 0.77% | -0.1% |
| Q4 2021 | $1,421,000 | +7.7% | 22,360 | +7.3% | 0.77% | -2.0% |
| Q3 2021 | $1,319,000 | +5.9% | 20,846 | +9.8% | 0.79% | +4.4% |
| Q2 2021 | $1,246,000 | +11.8% | 18,978 | +6.8% | 0.76% | +2.9% |
| Q1 2021 | $1,114,000 | +8.9% | 17,768 | +4.5% | 0.73% | 0.0% |
| Q4 2020 | $1,023,000 | +14.6% | 16,999 | -0.7% | 0.73% | +2.9% |
| Q3 2020 | $893,000 | +14.5% | 17,115 | +7.9% | 0.71% | +3.9% |
| Q2 2020 | $780,000 | +7.3% | 15,857 | -8.5% | 0.69% | -6.7% |
| Q1 2020 | $727,000 | -12.6% | 17,329 | +15.9% | 0.74% | -0.7% |
| Q4 2019 | $832,000 | +8.1% | 14,946 | +0.3% | 0.74% | +2.2% |
| Q3 2019 | $770,000 | +5.2% | 14,899 | +7.4% | 0.72% | -7.8% |
| Q2 2019 | $732,000 | -5.3% | 13,878 | -6.9% | 0.78% | -7.1% |
| Q1 2019 | $773,000 | +15.5% | 14,900 | +5.2% | 0.84% | -1.2% |
| Q4 2018 | $669,000 | -17.6% | 14,170 | -5.7% | 0.86% | -3.3% |
| Q3 2018 | $812,000 | +1.1% | 15,031 | +1.3% | 0.88% | -5.8% |
| Q2 2018 | $803,000 | +0.1% | 14,837 | +4.6% | 0.94% | -3.7% |
| Q1 2018 | $802,000 | +3.6% | 14,181 | +4.1% | 0.97% | +1.2% |
| Q4 2017 | $774,000 | – | 13,629 | – | 0.96% | – |
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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% |