VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $242,425 | +19.5% | 4,391 | +12.0% | 0.02% | +14.3% |
| Q4 2022 | $202,787 | +51238.5% | 3,921 | -54.6% | 0.01% | -54.8% |
| Q3 2022 | $395 | -6.6% | 8,637 | +5.3% | 0.03% | -6.1% |
| Q2 2022 | $423 | -40.8% | 8,205 | -31.5% | 0.03% | -31.2% |
| Q1 2022 | $715 | -25.8% | 11,977 | -21.0% | 0.05% | -36.0% |
| Q4 2021 | $964 | +15.7% | 15,168 | +15.2% | 0.08% | -7.4% |
| Q3 2021 | $833 | -0.4% | 13,167 | +3.5% | 0.08% | -18.2% |
| Q2 2021 | $836 | +17.7% | 12,726 | +12.4% | 0.10% | -10.0% |
| Q1 2021 | $710 | +8.2% | 11,323 | +3.9% | 0.11% | -16.0% |
| Q4 2020 | $656 | +13.9% | 10,898 | -1.2% | 0.13% | -5.1% |
| Q3 2020 | $576 | -99.9% | 11,034 | -5.6% | 0.14% | -5.5% |
| Q2 2020 | $575,000 | -74.4% | 11,691 | -78.2% | 0.15% | -74.8% |
| Q1 2020 | $2,248,000 | +385.5% | 53,577 | +545.0% | 0.58% | +413.3% |
| Q4 2019 | $463,000 | +1.3% | 8,307 | -6.1% | 0.11% | -2.6% |
| Q3 2019 | $457,000 | -2.4% | 8,850 | -0.2% | 0.12% | -18.9% |
| Q2 2019 | $468,000 | -8.8% | 8,864 | -10.2% | 0.14% | -23.9% |
| Q1 2019 | $513,000 | +5.1% | 9,875 | -4.5% | 0.19% | -33.8% |
| Q4 2018 | $488,000 | – | 10,344 | – | 0.28% | – |
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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% |