VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 514 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $467,444 | -5.0% | 8,734 | -0.5% | 0.07% | -4.2% |
| Q2 2023 | $492,046 | -12.3% | 8,774 | -13.7% | 0.07% | -21.1% |
| Q1 2023 | $561,044 | -15.8% | 10,162 | -21.1% | 0.09% | -23.1% |
| Q4 2022 | $665,947 | +201.3% | 12,876 | +248.5% | 0.12% | +165.9% |
| Q1 2022 | $221,000 | -11.2% | 3,695 | -5.6% | 0.04% | -12.0% |
| Q4 2021 | $249,000 | +15.8% | 3,915 | +15.3% | 0.05% | +8.7% |
| Q3 2021 | $215,000 | +2.4% | 3,395 | +6.3% | 0.05% | -4.2% |
| Q2 2021 | $210,000 | +5.0% | 3,195 | 0.0% | 0.05% | -9.4% |
| Q1 2021 | $200,000 | -76.2% | 3,195 | -84.0% | 0.05% | -89.5% |
| Q1 2020 | $839,000 | -52.5% | 19,998 | -36.9% | 0.51% | -45.1% |
| Q4 2019 | $1,766,000 | – | 31,703 | – | 0.92% | – |
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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% |