VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 347 filers reported holding VANGUARD STAR FDS in Q4 2017. The put-call ratio across all filers is 1.63 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $528,927 | -4.6% | 9,883 | -0.1% | 0.10% | -4.9% |
| Q2 2023 | $554,683 | -1.8% | 9,891 | -3.3% | 0.10% | +2.0% |
| Q1 2023 | $564,761 | -40.5% | 10,229 | -44.3% | 0.10% | -46.8% |
| Q4 2022 | $949,911 | +33.2% | 18,366 | +17.9% | 0.19% | +15.3% |
| Q3 2022 | $713,000 | +57.7% | 15,584 | +77.8% | 0.16% | +61.4% |
| Q2 2022 | $452,000 | -40.5% | 8,767 | -31.1% | 0.10% | -37.3% |
| Q1 2022 | $760,000 | -21.5% | 12,718 | -16.5% | 0.16% | -24.8% |
| Q4 2021 | $968,000 | +8.2% | 15,232 | +7.7% | 0.21% | -1.4% |
| Q3 2021 | $895,000 | +24.7% | 14,144 | +29.4% | 0.22% | +20.6% |
| Q2 2021 | $718,000 | +36.5% | 10,928 | +30.3% | 0.18% | +32.4% |
| Q1 2021 | $526,000 | +431.3% | 8,390 | +315.3% | 0.14% | +312.1% |
| Q2 2020 | $99,000 | +33.8% | 2,020 | +14.1% | 0.03% | +13.8% |
| Q1 2020 | $74,000 | +155.2% | 1,771 | +238.0% | 0.03% | +222.2% |
| Q4 2019 | $29,000 | +262.5% | 524 | +221.5% | 0.01% | +200.0% |
| Q3 2019 | $8,000 | -11.1% | 163 | +0.6% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | +12.5% | 162 | +1.2% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | -50.0% | 160 | -51.5% | 0.00% | -62.5% |
| Q4 2018 | $16,000 | -11.1% | 330 | +0.9% | 0.01% | 0.0% |
| Q3 2018 | $18,000 | 0.0% | 327 | 0.0% | 0.01% | -20.0% |
| Q2 2018 | $18,000 | 0.0% | 327 | +0.9% | 0.01% | -9.1% |
| Q1 2018 | $18,000 | +100.0% | 324 | +103.8% | 0.01% | +83.3% |
| Q4 2017 | $9,000 | – | 159 | – | 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% |