VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 2021. 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 | $1,559,359 | -7.1% | 29,135 | -2.7% | 0.65% | -6.9% |
| Q2 2023 | $1,678,474 | +7.1% | 29,930 | +5.4% | 0.70% | -2.5% |
| Q1 2023 | $1,567,487 | +7.1% | 28,391 | +0.3% | 0.71% | -4.4% |
| Q4 2022 | $1,463,881 | +71.0% | 28,304 | +51.3% | 0.75% | +63.8% |
| Q3 2022 | $856,000 | -14.7% | 18,712 | -3.9% | 0.46% | -17.8% |
| Q2 2022 | $1,004,000 | +1.2% | 19,462 | +17.2% | 0.56% | +11.7% |
| Q1 2022 | $992,000 | -1.5% | 16,611 | +4.8% | 0.50% | -0.8% |
| Q4 2021 | $1,007,000 | +8.2% | 15,847 | +7.7% | 0.50% | -1.8% |
| Q3 2021 | $931,000 | -1.9% | 14,719 | +1.9% | 0.51% | -1.5% |
| Q2 2021 | $949,000 | +11.8% | 14,445 | +6.6% | 0.52% | +4.6% |
| Q1 2021 | $849,000 | +5.7% | 13,547 | +1.5% | 0.50% | -2.9% |
| Q4 2020 | $803,000 | +22.8% | 13,353 | +6.5% | 0.51% | +4.1% |
| Q3 2020 | $654,000 | +27.0% | 12,537 | +2.1% | 0.49% | -19.5% |
| Q1 2020 | $515,000 | – | 12,285 | – | 0.61% | – |
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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% |