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 | $186,472 | -4.5% | 3,484 | +0.1% | 0.13% | 0.0% |
| Q2 2023 | $195,272 | +43.7% | 3,482 | +32.5% | 0.13% | +28.4% |
| Q4 2022 | $135,855 | +13.2% | 2,627 | +0.2% | 0.10% | +8.5% |
| Q3 2022 | $120,000 | -11.1% | 2,622 | +0.1% | 0.09% | -6.0% |
| Q2 2022 | $135,000 | -13.5% | 2,620 | +0.5% | 0.10% | +2.0% |
| Q1 2022 | $156,000 | -13.8% | 2,608 | -8.2% | 0.10% | -10.1% |
| Q4 2021 | $181,000 | +1.1% | 2,842 | +0.2% | 0.11% | -4.4% |
| Q3 2021 | $179,000 | -7.3% | 2,836 | -3.3% | 0.11% | -8.1% |
| Q2 2021 | $193,000 | +4.9% | 2,933 | +0.1% | 0.12% | -3.9% |
| Q1 2021 | $184,000 | +8.2% | 2,930 | +3.9% | 0.13% | +3.2% |
| Q4 2020 | $170,000 | +15.6% | 2,820 | +0.1% | 0.12% | +6.8% |
| Q3 2020 | $147,000 | +7.3% | 2,816 | +1.1% | 0.12% | -10.7% |
| Q2 2020 | $137,000 | +23.4% | 2,784 | +5.1% | 0.13% | +1.6% |
| Q1 2020 | $111,000 | -24.5% | 2,649 | +0.0% | 0.13% | -8.5% |
| Q4 2019 | $147,000 | – | 2,648 | – | 0.14% | – |
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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% |