VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $446,000 | -30.0% | 7,076 | -27.3% | 0.30% | -31.3% |
| Q2 2021 | $637,000 | -0.3% | 9,728 | -4.6% | 0.43% | -8.6% |
| Q1 2021 | $639,000 | +6.0% | 10,197 | +1.9% | 0.48% | +4.4% |
| Q4 2020 | $603,000 | -0.5% | 10,008 | -14.2% | 0.46% | -11.1% |
| Q3 2020 | $606,000 | -19.3% | 11,668 | -23.7% | 0.51% | -28.5% |
| Q2 2020 | $751,000 | +18.1% | 15,289 | +0.9% | 0.72% | -14.9% |
| Q1 2020 | $636,000 | -32.3% | 15,151 | -10.2% | 0.84% | -13.6% |
| Q4 2019 | $939,000 | – | 16,874 | – | 0.97% | – |
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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% |