VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,744,419 | +2.3% | 32,594 | +7.2% | 0.08% | +1.3% |
| Q2 2023 | $1,704,407 | +0.8% | 30,392 | -0.8% | 0.08% | -3.7% |
| Q1 2023 | $1,691,395 | +7.4% | 30,636 | +0.6% | 0.08% | -5.8% |
| Q4 2022 | $1,575,263 | +64.8% | 30,458 | +45.8% | 0.09% | +41.0% |
| Q3 2022 | $956,000 | -93.6% | 20,887 | -92.8% | 0.06% | -93.5% |
| Q2 2022 | $14,958,000 | -11.8% | 289,833 | +2.2% | 0.94% | +9.1% |
| Q1 2022 | $16,950,000 | -2.8% | 283,731 | +3.4% | 0.86% | -8.8% |
| Q4 2021 | $17,443,000 | +4.9% | 274,387 | +4.4% | 0.94% | -0.6% |
| Q3 2021 | $16,625,000 | -3.0% | 262,804 | +0.7% | 0.95% | -8.7% |
| Q2 2021 | $17,138,000 | +6.5% | 260,935 | +1.7% | 1.04% | +39.8% |
| Q1 2021 | $16,090,000 | +4.3% | 256,626 | +0.1% | 0.74% | -6.2% |
| Q4 2020 | $15,427,000 | +19.0% | 256,426 | +3.2% | 0.79% | -30.1% |
| Q3 2020 | $12,969,000 | +5.0% | 248,583 | -1.1% | 1.13% | +0.8% |
| Q2 2020 | $12,354,000 | +11.5% | 251,256 | -0.5% | 1.12% | -4.5% |
| Q1 2020 | $11,080,000 | -17.0% | 252,421 | +5.3% | 1.18% | -9.0% |
| Q4 2019 | $13,344,000 | +8.4% | 239,605 | +0.6% | 1.30% | -4.7% |
| Q3 2019 | $12,308,000 | -2.0% | 238,249 | +0.0% | 1.36% | -5.5% |
| Q2 2019 | $12,562,000 | +0.5% | 238,150 | -1.1% | 1.44% | -5.3% |
| Q1 2019 | $12,500,000 | +9.9% | 240,855 | +0.0% | 1.52% | -4.8% |
| Q4 2018 | $11,373,000 | -4.5% | 240,849 | -0.1% | 1.60% | -0.8% |
| Q3 2018 | $11,906,000 | +64.2% | 241,131 | +77.7% | 1.61% | +58.3% |
| Q2 2018 | $7,250,000 | -51.8% | 135,701 | -49.0% | 1.02% | -57.9% |
| Q1 2018 | $15,036,000 | +49.4% | 265,894 | +50.1% | 2.41% | +46.0% |
| Q4 2017 | $10,063,000 | +176.4% | 177,128 | +166.3% | 1.65% | +100.5% |
| Q3 2017 | $3,641,000 | – | 66,521 | – | 0.82% | – |
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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% |