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 | $14,898 | -0.6% | 278,361 | +4.2% | 9.88% | +1.8% |
| Q2 2023 | $14,986 | +5.4% | 267,233 | +3.7% | 9.71% | -1.9% |
| Q1 2023 | $14,224 | +14.0% | 257,633 | +6.8% | 9.90% | +6.6% |
| Q4 2022 | $12,475 | -99.9% | 241,200 | +7.6% | 9.29% | +12.0% |
| Q3 2022 | $10,263,000 | +10.3% | 224,240 | +1128.7% | 8.29% | +14.7% |
| Q2 2022 | $9,303,000 | -16.1% | 18,250 | -89.9% | 7.23% | +3.0% |
| Q1 2022 | $11,090,000 | +3.2% | 180,610 | +6.8% | 7.02% | -5.1% |
| Q4 2021 | $10,751,000 | +6.1% | 169,122 | +5.6% | 7.40% | -1.3% |
| Q3 2021 | $10,132,000 | +2.2% | 160,172 | +6.1% | 7.50% | +3.1% |
| Q2 2021 | $9,914,000 | +26.1% | 150,957 | +20.3% | 7.27% | +11.1% |
| Q1 2021 | $7,865,000 | +22.5% | 125,432 | +17.5% | 6.55% | +7.8% |
| Q4 2020 | $6,420,000 | +51.9% | 106,710 | +31.7% | 6.07% | +35.6% |
| Q3 2020 | $4,227,000 | +84.1% | 81,020 | +73.5% | 4.48% | +60.5% |
| Q2 2020 | $2,296,000 | +183.8% | 46,697 | +142.3% | 2.79% | +131.8% |
| Q1 2020 | $809,000 | +154.4% | 19,272 | +236.8% | 1.20% | +281.9% |
| Q4 2019 | $318,000 | – | 5,722 | – | 0.32% | – |
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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% |