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 | $218,094 | -4.6% | 4,075 | 0.0% | 0.10% | -4.6% |
| Q2 2023 | $228,526 | +1.6% | 4,075 | 0.0% | 0.11% | -2.7% |
| Q1 2023 | $224,981 | +6.7% | 4,075 | 0.0% | 0.11% | -1.8% |
| Q4 2022 | $210,759 | +3.8% | 4,075 | -7.9% | 0.11% | +3.7% |
| Q3 2022 | $203,000 | -11.0% | 4,425 | 0.0% | 0.11% | -5.2% |
| Q2 2022 | $228,000 | -26.2% | 4,425 | -14.5% | 0.12% | -5.0% |
| Q1 2022 | $309,000 | -6.1% | 5,175 | 0.0% | 0.12% | -1.6% |
| Q4 2021 | $329,000 | -9.6% | 5,175 | -10.0% | 0.12% | -7.5% |
| Q3 2021 | $364,000 | -23.5% | 5,750 | -20.7% | 0.13% | -33.2% |
| Q2 2021 | $476,000 | +4.6% | 7,250 | 0.0% | 0.20% | +0.5% |
| Q1 2021 | $455,000 | +6.6% | 7,250 | +2.1% | 0.20% | -10.4% |
| Q4 2020 | $427,000 | – | 7,100 | – | 0.22% | – |
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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% |