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 | $386,077 | -25.3% | 7,214 | -21.7% | 0.04% | -29.4% |
| Q2 2023 | $516,661 | +97.7% | 9,213 | +94.6% | 0.05% | +82.1% |
| Q1 2023 | $261,349 | +9.9% | 4,734 | +3.0% | 0.03% | 0.0% |
| Q4 2022 | $237,739 | +14.3% | 4,597 | +1.3% | 0.03% | +3.7% |
| Q3 2022 | $208,000 | -4.6% | 4,537 | +7.5% | 0.03% | -3.6% |
| Q2 2022 | $218,000 | -14.2% | 4,219 | -0.8% | 0.03% | +12.0% |
| Q1 2022 | $254,000 | -53.3% | 4,255 | -50.3% | 0.02% | -56.1% |
| Q4 2021 | $544,000 | +0.9% | 8,553 | +0.4% | 0.06% | -13.6% |
| Q3 2021 | $539,000 | -3.6% | 8,516 | 0.0% | 0.07% | -10.8% |
| Q2 2021 | $559,000 | -28.2% | 8,516 | -95.7% | 0.07% | -37.8% |
| Q1 2021 | $779,000 | -50.4% | 199,616 | +665.1% | 0.12% | -56.4% |
| Q4 2020 | $1,570,000 | +3.4% | 26,090 | -10.3% | 0.27% | -6.8% |
| Q3 2020 | $1,518,000 | +45.0% | 29,102 | +36.7% | 0.29% | +22.6% |
| Q2 2020 | $1,047,000 | +17.8% | 21,290 | +0.4% | 0.24% | -3.6% |
| Q1 2020 | $889,000 | – | 21,208 | – | 0.25% | – |
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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% |