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 | $40,461 | -4.6% | 756 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $42,397 | +1.6% | 756 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $41,738 | -7.9% | 756 | -13.7% | 0.03% | -10.3% |
| Q4 2022 | $45,307 | -85.7% | 876 | -87.3% | 0.03% | -87.2% |
| Q3 2022 | $316,000 | -66.6% | 6,900 | -62.4% | 0.23% | -65.0% |
| Q2 2022 | $947,000 | -40.3% | 18,349 | -30.9% | 0.64% | -32.5% |
| Q1 2022 | $1,586,000 | -35.9% | 26,541 | -31.9% | 0.96% | -34.7% |
| Q4 2021 | $2,476,000 | +4.1% | 38,950 | +3.6% | 1.46% | -4.4% |
| Q3 2021 | $2,379,000 | +5.6% | 37,610 | +9.7% | 1.53% | +6.3% |
| Q2 2021 | $2,253,000 | +21.3% | 34,297 | +15.7% | 1.44% | +13.3% |
| Q1 2021 | $1,858,000 | +21.8% | 29,638 | +17.0% | 1.27% | +13.3% |
| Q4 2020 | $1,525,000 | – | 25,342 | – | 1.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Louis-Dreyfus Family Office LLC | 681,382 | $31,187,000 | 48.22% |
| OIKOS HOLDINGS LLC | 1,768,636 | $80,950,000 | 29.66% |
| Drystone LLC | 276,040 | $12,634,000 | 18.24% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 558,741 | $25,574,000 | 15.46% |
| SAM Advisors, LLC | 688,362 | $31,506,000 | 15.34% |
| Blooom, Inc. | 172,108 | $7,880,000 | 14.96% |
| Mosaic Advisors LLC | 404,609 | $18,519,000 | 14.82% |
| Sageworth Trust Co | 3,248,050 | $148,663,000 | 13.15% |
| Sunflower Bank, N.A. | 1,097,119 | $50,215,000 | 11.39% |
| UNIVEST FINANCIAL Corp | 743,985 | $34,052,000 | 11.14% |