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 | $127,752 | -4.6% | 2,387 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $133,863 | +1.6% | 2,387 | 0.0% | 0.07% | -2.6% |
| Q1 2023 | $131,786 | +40.4% | 2,387 | +31.5% | 0.08% | +33.3% |
| Q4 2022 | $93,872 | +13.1% | 1,815 | 0.0% | 0.06% | +1.8% |
| Q3 2022 | $83,000 | -11.7% | 1,815 | 0.0% | 0.06% | -8.2% |
| Q2 2022 | $94,000 | -13.0% | 1,815 | 0.0% | 0.06% | -3.2% |
| Q1 2022 | $108,000 | -61.6% | 1,815 | -58.9% | 0.06% | -61.6% |
| Q4 2021 | $281,000 | +215.7% | 4,415 | +214.2% | 0.16% | +187.7% |
| Q3 2021 | $89,000 | -3.3% | 1,405 | 0.0% | 0.06% | -12.3% |
| Q2 2021 | $92,000 | +4.5% | 1,405 | 0.0% | 0.06% | -1.5% |
| Q1 2021 | $88,000 | +3.5% | 1,405 | 0.0% | 0.07% | -13.2% |
| Q4 2020 | $85,000 | – | 1,405 | – | 0.08% | – |
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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% |