VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 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 | $280,124 | -2.4% | 5,234 | +2.3% | 0.05% | -2.0% |
| Q2 2023 | $287,017 | +1.6% | 5,118 | 0.0% | 0.05% | -7.4% |
| Q1 2023 | $282,565 | +6.7% | 5,118 | 0.0% | 0.05% | -6.9% |
| Q4 2022 | $264,703 | +13.1% | 5,118 | 0.0% | 0.06% | +11.5% |
| Q3 2022 | $234,000 | -13.3% | 5,118 | -2.1% | 0.05% | -8.8% |
| Q2 2022 | $270,000 | -12.9% | 5,229 | +0.6% | 0.06% | +16.3% |
| Q1 2022 | $310,000 | -22.5% | 5,196 | -17.5% | 0.05% | -18.3% |
| Q4 2021 | $400,000 | -38.0% | 6,300 | -38.2% | 0.06% | -42.3% |
| Q3 2021 | $645,000 | -3.7% | 10,200 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $670,000 | +18.6% | 10,200 | +8.6% | 0.10% | -4.6% |
| Q4 2020 | $565,000 | -96.8% | 9,393 | -97.2% | 0.11% | -86.2% |
| Q3 2020 | $17,414,000 | +3677.4% | 333,774 | +3453.4% | 0.79% | +563.9% |
| Q2 2020 | $461,000 | – | 9,393 | – | 0.12% | – |
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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% |