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 2023 | $265,166 | -16.0% | 4,946 | -12.1% | 0.13% | -11.3% |
| Q2 2023 | $315,637 | +2.7% | 5,627 | +1.1% | 0.15% | -1.3% |
| Q1 2023 | $307,340 | +7.0% | 5,566 | +0.2% | 0.15% | -1.9% |
| Q4 2022 | $287,265 | -99.9% | 5,553 | -1.2% | 0.16% | +6.9% |
| Q3 2022 | $260,465,000 | -7.5% | 5,621 | +3.0% | 0.14% | +6.6% |
| Q2 2022 | $281,596,000 | +87352.2% | 5,456 | +1.2% | 0.14% | -6.2% |
| Q1 2022 | $322,000 | -5.8% | 5,393 | +0.2% | 0.14% | +2.1% |
| Q4 2021 | $342,000 | -0.3% | 5,384 | -1.0% | 0.14% | -6.0% |
| Q3 2021 | $343,000 | -3.9% | 5,436 | 0.0% | 0.15% | -3.2% |
| Q2 2021 | $357,000 | +5.0% | 5,436 | 0.0% | 0.16% | -9.3% |
| Q1 2021 | $340,000 | +4.0% | 5,436 | 0.0% | 0.17% | -6.5% |
| Q4 2020 | $327,000 | – | 5,436 | – | 0.18% | – |
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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% |