VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $633,202 | -10.4% | 11,831 | -6.1% | 0.21% | -8.4% |
| Q2 2023 | $706,510 | +2.9% | 12,598 | +1.3% | 0.22% | -1.3% |
| Q1 2023 | $686,892 | +18.4% | 12,441 | +10.9% | 0.23% | +9.6% |
| Q4 2022 | $580,108 | +235.3% | 11,216 | +196.9% | 0.21% | +215.2% |
| Q3 2022 | $173,000 | -14.4% | 3,778 | -3.7% | 0.07% | -8.3% |
| Q2 2022 | $202,000 | -23.2% | 3,923 | -11.0% | 0.07% | -14.3% |
| Q1 2022 | $263,000 | -10.5% | 4,407 | -4.7% | 0.08% | -8.7% |
| Q4 2021 | $294,000 | -18.8% | 4,624 | -19.3% | 0.09% | -24.0% |
| Q3 2021 | $362,000 | -7.9% | 5,728 | -4.3% | 0.12% | -4.0% |
| Q2 2021 | $393,000 | -29.7% | 5,985 | -32.8% | 0.13% | -35.7% |
| Q1 2021 | $559,000 | -6.4% | 8,908 | -10.3% | 0.20% | -14.0% |
| Q4 2020 | $597,000 | +8.0% | 9,930 | -6.2% | 0.23% | +0.9% |
| Q3 2020 | $553,000 | +11.0% | 10,592 | +4.5% | 0.23% | -2.6% |
| Q2 2020 | $498,000 | +70.5% | 10,134 | +45.4% | 0.23% | +46.8% |
| Q1 2020 | $292,000 | -22.3% | 6,968 | +3.2% | 0.16% | -3.1% |
| Q4 2019 | $376,000 | +13.6% | 6,750 | +5.5% | 0.16% | +3.8% |
| Q3 2019 | $331,000 | +5.4% | 6,401 | +7.5% | 0.16% | +4.7% |
| Q2 2019 | $314,000 | +28.7% | 5,957 | +26.9% | 0.15% | +22.0% |
| Q1 2019 | $244,000 | +16.7% | 4,696 | +6.2% | 0.12% | +1.7% |
| Q4 2018 | $209,000 | – | 4,420 | – | 0.12% | – |
Download | ||||||
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% |