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 | $389,572 | -4.6% | 7,279 | 0.0% | 0.17% | +3.1% |
| Q2 2023 | $408,206 | +1.6% | 7,279 | 0.0% | 0.16% | -4.1% |
| Q1 2023 | $401,874 | +6.7% | 7,279 | 0.0% | 0.17% | -1.2% |
| Q4 2022 | $376,470 | +13.1% | 7,279 | 0.0% | 0.17% | +2.4% |
| Q3 2022 | $333,000 | -11.4% | 7,279 | 0.0% | 0.17% | -6.2% |
| Q2 2022 | $376,000 | -13.6% | 7,279 | 0.0% | 0.18% | -4.8% |
| Q1 2022 | $435,000 | -8.4% | 7,279 | -2.7% | 0.19% | -24.3% |
| Q4 2021 | $475,000 | +0.4% | 7,478 | 0.0% | 0.25% | -7.5% |
| Q3 2021 | $473,000 | -3.7% | 7,478 | 0.0% | 0.27% | -0.7% |
| Q2 2021 | $491,000 | +4.7% | 7,478 | 0.0% | 0.27% | -9.1% |
| Q1 2021 | $469,000 | +4.2% | 7,478 | 0.0% | 0.30% | -2.0% |
| Q4 2020 | $450,000 | +15.4% | 7,478 | 0.0% | 0.30% | -1.6% |
| Q3 2020 | $390,000 | +6.0% | 7,478 | 0.0% | 0.31% | -3.5% |
| Q2 2020 | $368,000 | +17.2% | 7,478 | 0.0% | 0.32% | +1.6% |
| Q1 2020 | $314,000 | -38.3% | 7,478 | -18.2% | 0.31% | -30.4% |
| Q4 2019 | $509,000 | – | 9,140 | – | 0.45% | – |
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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% |