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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,105 | +5330.9% | 91,032 | -98.3% | 2.07% | -7.9% |
| Q1 2023 | $94 | -100.0% | 5,210,523 | +6274.4% | 2.24% | -27.2% |
| Q4 2020 | $4,918,000 | +12.2% | 81,741 | -2.7% | 3.08% | -19.0% |
| Q3 2020 | $4,384,000 | +2.8% | 84,023 | -3.1% | 3.81% | -2.3% |
| Q2 2020 | $4,263,000 | +142.4% | 86,698 | +106.9% | 3.90% | +118.7% |
| Q1 2020 | $1,759,000 | +40.9% | 41,910 | +87.0% | 1.78% | +51.3% |
| Q4 2019 | $1,248,000 | – | 22,407 | – | 1.18% | – |
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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% |