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 | $2,275,949 | -1.6% | 42,438 | +1.8% | 0.20% | +137.6% |
| Q2 2023 | $2,313,822 | +30.4% | 41,698 | +21.8% | 0.08% | +19.7% |
| Q2 2022 | $1,774,000 | -14.5% | 34,230 | 0.0% | 0.07% | +10.9% |
| Q1 2022 | $2,076,000 | +1.2% | 34,230 | +6.2% | 0.06% | +14.3% |
| Q4 2021 | $2,052,000 | +0.5% | 32,240 | 0.0% | 0.06% | -6.7% |
| Q3 2021 | $2,041,000 | +11.9% | 32,240 | +16.8% | 0.06% | +13.2% |
| Q2 2021 | $1,824,000 | +5.4% | 27,600 | 0.0% | 0.05% | -8.6% |
| Q1 2021 | $1,731,000 | -17.7% | 27,600 | -20.5% | 0.06% | -18.3% |
| Q4 2020 | $2,103,000 | +16.1% | 34,732 | 0.0% | 0.07% | +6.0% |
| Q3 2020 | $1,811,000 | +5.9% | 34,732 | 0.0% | 0.07% | -42.2% |
| Q2 2020 | $1,710,000 | – | 34,732 | – | 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% |