VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $830,000 | -13.5% | 16,075 | +0.1% | 0.23% | -6.8% |
| Q1 2022 | $960,000 | -7.7% | 16,062 | -1.8% | 0.25% | -11.0% |
| Q4 2021 | $1,040,000 | 0.0% | 16,360 | -0.5% | 0.28% | -13.0% |
| Q3 2021 | $1,040,000 | -3.6% | 16,435 | +0.1% | 0.32% | -1.2% |
| Q2 2021 | $1,079,000 | -4.1% | 16,424 | -8.4% | 0.33% | -12.6% |
| Q1 2021 | $1,125,000 | +1.4% | 17,938 | -2.6% | 0.37% | -9.2% |
| Q4 2020 | $1,109,000 | +12.5% | 18,426 | -2.5% | 0.41% | -3.7% |
| Q3 2020 | $986,000 | -29.3% | 18,897 | -33.4% | 0.43% | -39.4% |
| Q2 2020 | $1,394,000 | +7.0% | 28,356 | -8.7% | 0.71% | -5.4% |
| Q1 2020 | $1,303,000 | -25.0% | 31,051 | -0.5% | 0.75% | -15.7% |
| Q4 2019 | $1,738,000 | +8.0% | 31,203 | +0.2% | 0.88% | -1.4% |
| Q3 2019 | $1,609,000 | +0.1% | 31,155 | -2.7% | 0.90% | -3.3% |
| Q2 2019 | $1,607,000 | +0.4% | 32,011 | +3.9% | 0.93% | -1.5% |
| Q1 2019 | $1,600,000 | +0.6% | 30,823 | -2.1% | 0.94% | +37.5% |
| Q4 2018 | $1,591,000 | – | 31,481 | – | 0.69% | – |
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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% |