VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 506 filers reported holding VANGUARD STAR FDS in Q1 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 | $501 | -2.9% | 9,354 | 0.0% | 0.21% | -10.7% |
| Q1 2023 | $516 | +20.6% | 9,354 | +13.1% | 0.23% | +30.2% |
| Q4 2022 | $428 | -99.9% | 8,274 | -36.9% | 0.18% | -36.5% |
| Q3 2022 | $600,000 | -5.5% | 13,114 | +6.5% | 0.28% | 0.0% |
| Q2 2022 | $635,000 | -7.3% | 12,310 | +7.4% | 0.28% | -0.7% |
| Q1 2022 | $685,000 | +31.5% | 11,465 | +40.0% | 0.28% | +51.9% |
| Q4 2021 | $521,000 | +52.8% | 8,192 | +52.0% | 0.19% | +29.0% |
| Q3 2021 | $341,000 | +11.4% | 5,390 | +15.7% | 0.14% | -11.0% |
| Q2 2021 | $306,000 | +31.9% | 4,657 | +26.1% | 0.16% | +48.2% |
| Q1 2021 | $232,000 | +4.5% | 3,693 | 0.0% | 0.11% | -4.3% |
| Q4 2020 | $222,000 | +5.2% | 3,693 | -2.7% | 0.12% | -18.4% |
| Q4 2019 | $211,000 | – | 3,797 | – | 0.14% | – |
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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% |