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 | $2,293,338 | +8.0% | 42,850 | +13.2% | 0.60% | +18.4% |
| Q2 2023 | $2,123,068 | +2.0% | 37,858 | +0.4% | 0.50% | -5.6% |
| Q1 2023 | $2,081,478 | +8.9% | 37,701 | +2.0% | 0.54% | -0.6% |
| Q4 2022 | $1,911,341 | +16.7% | 36,956 | +3.3% | 0.54% | +2.3% |
| Q3 2022 | $1,637,135 | -17.0% | 35,769 | -6.5% | 0.53% | -14.9% |
| Q2 2022 | $1,973,000 | +3.4% | 38,239 | +19.7% | 0.62% | +24.8% |
| Q1 2022 | $1,909,000 | +22.4% | 31,951 | +30.2% | 0.50% | +23.8% |
| Q4 2021 | $1,560,000 | -0.3% | 24,536 | -0.8% | 0.40% | -14.7% |
| Q3 2021 | $1,564,000 | +19.8% | 24,727 | +24.5% | 0.47% | +24.4% |
| Q2 2021 | $1,305,000 | +552.5% | 19,863 | +522.1% | 0.38% | +446.4% |
| Q1 2021 | $200,000 | -60.8% | 3,193 | -67.3% | 0.07% | -65.5% |
| Q3 2020 | $510,000 | +6.2% | 9,778 | +0.2% | 0.20% | -6.5% |
| Q2 2020 | $480,000 | +9.6% | 9,760 | -6.6% | 0.21% | -11.9% |
| Q1 2020 | $438,000 | -24.6% | 10,447 | +0.1% | 0.24% | -1.6% |
| Q4 2019 | $581,000 | +38.0% | 10,438 | +28.1% | 0.25% | +32.8% |
| Q3 2019 | $421,000 | -1.9% | 8,147 | +0.1% | 0.19% | -6.1% |
| Q2 2019 | $429,000 | – | 8,140 | – | 0.20% | – |
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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% |