VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 505 filers reported holding VANGUARD STAR FDS in Q2 2020. 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 | $738,683 | -4.6% | 13,802 | 0.0% | 0.18% | +7.6% |
| Q2 2023 | $774,016 | +1.6% | 13,802 | 0.0% | 0.17% | -28.0% |
| Q1 2023 | $762,008 | +6.7% | 13,802 | 0.0% | 0.24% | +2.1% |
| Q4 2022 | $713,839 | +13.1% | 13,802 | 0.0% | 0.23% | -2.1% |
| Q3 2022 | $631,000 | -11.4% | 13,802 | 0.0% | 0.24% | -9.5% |
| Q2 2022 | $712,000 | -12.4% | 13,802 | +1.3% | 0.26% | -3.3% |
| Q1 2022 | $813,000 | +10.2% | 13,622 | +17.3% | 0.27% | +12.8% |
| Q4 2021 | $738,000 | +0.4% | 11,611 | 0.0% | 0.24% | -13.9% |
| Q3 2021 | $735,000 | -3.5% | 11,611 | 0.0% | 0.28% | -5.1% |
| Q2 2021 | $762,000 | +4.7% | 11,611 | 0.0% | 0.30% | -20.2% |
| Q1 2021 | $728,000 | +0.1% | 11,611 | -3.9% | 0.37% | -13.5% |
| Q4 2020 | $727,000 | +15.0% | 12,084 | 0.0% | 0.43% | -7.7% |
| Q3 2020 | $632,000 | +6.4% | 12,084 | 0.0% | 0.46% | +6.9% |
| Q2 2020 | $594,000 | +17.2% | 12,084 | 0.0% | 0.44% | -9.6% |
| Q1 2020 | $507,000 | – | 12,084 | – | 0.48% | – |
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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% |