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 | $249,182 | +23.4% | 4,513 | +14.9% | 0.05% | -37.8% |
| Q2 2022 | $202,000 | -34.4% | 3,929 | -18.4% | 0.08% | -25.5% |
| Q3 2021 | $308,000 | +53.2% | 4,815 | +57.4% | 0.11% | +41.0% |
| Q2 2021 | $201,000 | +3.1% | 3,060 | -3.8% | 0.08% | -17.9% |
| Q1 2021 | $195,000 | 0.0% | 3,180 | 0.0% | 0.10% | 0.0% |
| Q4 2020 | $195,000 | +10.2% | 3,180 | -6.2% | 0.10% | -8.7% |
| Q3 2020 | $177,000 | +6.6% | 3,389 | +0.2% | 0.10% | -11.1% |
| Q2 2020 | $166,000 | +16.9% | 3,383 | +0.1% | 0.12% | -5.6% |
| Q1 2020 | $142,000 | -24.5% | 3,378 | +0.2% | 0.12% | -16.2% |
| Q4 2019 | $188,000 | +33.3% | 3,370 | +23.4% | 0.15% | +11.3% |
| Q3 2019 | $141,000 | -2.1% | 2,732 | +0.2% | 0.13% | +5.6% |
| Q2 2019 | $144,000 | +2.9% | 2,726 | +0.4% | 0.13% | +20.0% |
| Q1 2019 | $140,000 | -2.8% | 2,715 | -11.2% | 0.10% | -1.9% |
| Q4 2018 | $144,000 | – | 3,057 | – | 0.11% | – |
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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% |