VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,468,197 | -10.4% | 46,117 | -6.1% | 2.69% | -7.7% |
| Q2 2023 | $2,754,481 | +18.4% | 49,117 | +9.2% | 2.92% | +7.5% |
| Q4 2022 | $2,325,590 | +11.3% | 44,965 | -1.5% | 2.71% | +0.1% |
| Q3 2022 | $2,090,000 | -11.3% | 45,665 | +0.1% | 2.71% | -6.1% |
| Q2 2022 | $2,355,000 | -9.4% | 45,629 | +4.9% | 2.89% | +0.9% |
| Q1 2022 | $2,598,000 | -3.3% | 43,490 | +2.9% | 2.86% | +0.1% |
| Q4 2021 | $2,686,000 | +12.6% | 42,254 | +12.1% | 2.86% | +7.6% |
| Q3 2021 | $2,385,000 | +19.8% | 37,696 | +24.4% | 2.66% | +11.3% |
| Q2 2021 | $1,990,000 | +11.8% | 30,292 | +6.7% | 2.39% | +4.3% |
| Q1 2021 | $1,780,000 | +3.9% | 28,393 | -0.3% | 2.29% | +10.0% |
| Q4 2020 | $1,713,000 | +27.8% | 28,478 | +10.9% | 2.08% | +59.8% |
| Q3 2020 | $1,340,000 | +135.9% | 25,690 | +122.4% | 1.30% | +118.5% |
| Q2 2020 | $568,000 | -76.7% | 11,553 | -73.8% | 0.60% | -78.2% |
| Q1 2010 | $2,438,570 | – | 44,169 | – | 2.73% | – |
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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% |