VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 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 | $18,411 | -4.6% | 344 | 0.0% | 0.01% | -11.1% |
| Q2 2023 | $19,292 | +1.6% | 344 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $18,993 | +6.8% | 344 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $17,792 | -6.4% | 344 | -18.9% | 0.01% | -10.0% |
| Q3 2022 | $19,000 | -13.6% | 424 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $22,000 | -12.0% | 424 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $25,000 | -7.4% | 424 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $27,000 | +22.7% | 424 | +23.3% | 0.01% | +9.1% |
| Q3 2021 | $22,000 | -4.3% | 344 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $23,000 | -8.0% | 344 | -14.9% | 0.01% | -14.3% |
| Q1 2021 | $25,000 | +31.6% | 404 | +24.7% | 0.01% | +27.3% |
| Q4 2020 | $19,000 | +11.8% | 324 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $17,000 | +6.2% | 324 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $16,000 | +14.3% | 324 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $14,000 | – | 324 | – | 0.01% | – |
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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% |