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 | $541,603 | -6.4% | 10,120 | -1.9% | 0.08% | +2.7% |
| Q2 2023 | $578,387 | +8.1% | 10,314 | +6.5% | 0.07% | +1.4% |
| Q1 2023 | $534,920 | +11.7% | 9,689 | +4.6% | 0.07% | +4.3% |
| Q4 2022 | $478,873 | +21.9% | 9,259 | +7.7% | 0.07% | +20.7% |
| Q3 2022 | $393,000 | -13.8% | 8,594 | -2.7% | 0.06% | -3.3% |
| Q2 2022 | $456,000 | +3.6% | 8,837 | +19.9% | 0.06% | +33.3% |
| Q1 2022 | $440,000 | +18.0% | 7,372 | +25.6% | 0.04% | +25.0% |
| Q4 2021 | $373,000 | +51.6% | 5,869 | +50.8% | 0.04% | +33.3% |
| Q3 2021 | $246,000 | +12.8% | 3,891 | +17.1% | 0.03% | +8.0% |
| Q2 2021 | $218,000 | +7.4% | 3,322 | +2.3% | 0.02% | -3.8% |
| Q1 2021 | $203,000 | -18.1% | 3,246 | -27.0% | 0.03% | -40.9% |
| Q4 2019 | $248,000 | +1.2% | 4,444 | -6.4% | 0.04% | -12.0% |
| Q3 2019 | $245,000 | +8.9% | 4,746 | +11.3% | 0.05% | -2.0% |
| Q2 2019 | $225,000 | -9.3% | 4,265 | -10.9% | 0.05% | -17.7% |
| Q1 2019 | $248,000 | -7.1% | 4,786 | -15.2% | 0.06% | -20.5% |
| Q4 2018 | $267,000 | -72.5% | 5,645 | -68.6% | 0.08% | -68.8% |
| Q3 2018 | $971,000 | -9.1% | 17,975 | -9.0% | 0.25% | -16.1% |
| Q2 2018 | $1,068,000 | -21.1% | 19,743 | -17.5% | 0.30% | -12.1% |
| Q1 2018 | $1,353,000 | +49.8% | 23,931 | +50.6% | 0.34% | +48.7% |
| Q4 2017 | $903,000 | +7.5% | 15,889 | +3.6% | 0.23% | -18.3% |
| Q3 2017 | $840,000 | +5.8% | 15,339 | +0.5% | 0.28% | +11.2% |
| Q2 2017 | $794,000 | +0.6% | 15,269 | -3.9% | 0.25% | -18.2% |
| Q1 2017 | $789,000 | +231.5% | 15,886 | +206.3% | 0.31% | +171.7% |
| Q4 2016 | $238,000 | – | 5,186 | – | 0.11% | – |
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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% |