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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $583 | -4.6% | 10,886 | -0.1% | 0.44% | +2.3% |
| Q2 2023 | $611 | +1.5% | 10,901 | 0.0% | 0.43% | -0.5% |
| Q1 2023 | $602 | +6.5% | 10,901 | -0.3% | 0.43% | +4.6% |
| Q4 2022 | $565 | -99.9% | 10,929 | +0.0% | 0.41% | +2.2% |
| Q3 2022 | $500,000 | -21.3% | 10,928 | -11.2% | 0.40% | -11.8% |
| Q2 2022 | $635,000 | -65.5% | 12,300 | -60.1% | 0.46% | -59.5% |
| Q1 2022 | $1,842,000 | -21.5% | 30,840 | -16.4% | 1.13% | -17.8% |
| Q4 2021 | $2,346,000 | +17.5% | 36,911 | +16.9% | 1.38% | +5.3% |
| Q3 2021 | $1,997,000 | -1.3% | 31,576 | +2.5% | 1.31% | +1.2% |
| Q2 2021 | $2,023,000 | +5.3% | 30,802 | +0.5% | 1.29% | -0.8% |
| Q1 2021 | $1,922,000 | +21.0% | 30,650 | +16.1% | 1.30% | +5.8% |
| Q4 2020 | $1,589,000 | +37.6% | 26,405 | +19.2% | 1.23% | +23.6% |
| Q3 2020 | $1,155,000 | +7.5% | 22,145 | +1.4% | 1.00% | -1.0% |
| Q2 2020 | $1,074,000 | +22.5% | 21,845 | +4.5% | 1.01% | +7.9% |
| Q1 2020 | $877,000 | -27.7% | 20,900 | -4.0% | 0.93% | -3.1% |
| Q4 2019 | $1,213,000 | +14.1% | 21,775 | +5.8% | 0.96% | +7.1% |
| Q3 2019 | $1,063,000 | +95.0% | 20,580 | +99.2% | 0.90% | +91.9% |
| Q2 2019 | $545,000 | +71.9% | 10,330 | +69.3% | 0.47% | +61.9% |
| Q1 2019 | $317,000 | +13.6% | 6,102 | +3.4% | 0.29% | +2.8% |
| Q4 2018 | $279,000 | – | 5,902 | – | 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% |