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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mosaic Advisors LLC | 405,028 | $21,677,090 | 19.84% |
| OIKOS HOLDINGS LLC | 915,504 | $48,997,774 | 17.67% |
| OKABENA INVESTMENT SERVICES INC | 397,389 | $21,268,259 | 16.54% |
| 25 LLC | 473,652 | $25,349,851 | 15.46% |
| SAM Advisors, LLC | 656,317 | $35,126,073 | 15.24% |
| Sageworth Trust Co | 3,461,757 | $185,273,234 | 13.60% |
| Sunflower Bank, N.A. | 1,016,280 | $54,391,306 | 13.12% |
| UNIVEST FINANCIAL Corp | 723,466 | $38,719,874 | 12.92% |
| Global Endowment Management, LP | 2,151,446 | $115,145,390 | 12.32% |
| Cairn Investment Group, Inc. | 278,361 | $14,898 | 9.88% |