VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 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 | $3,834,762 | -7.8% | 71,651 | -3.4% | 1.99% | -5.8% |
| Q2 2023 | $4,159,510 | +3.9% | 74,171 | +2.3% | 2.11% | -5.8% |
| Q1 2023 | $4,003,332 | +38.1% | 72,511 | +29.3% | 2.24% | +19.0% |
| Q4 2022 | $2,899,475 | +5.9% | 56,061 | -6.3% | 1.88% | -6.3% |
| Q3 2022 | $2,738,000 | -12.2% | 59,831 | -0.9% | 2.01% | -24.5% |
| Q2 2022 | $3,117,000 | -16.5% | 60,397 | -3.3% | 2.66% | -15.9% |
| Q1 2022 | $3,732,000 | -8.2% | 62,472 | -2.3% | 3.16% | -16.4% |
| Q4 2021 | $4,066,000 | -0.6% | 63,957 | -1.1% | 3.78% | -5.9% |
| Q3 2021 | $4,089,000 | -4.2% | 64,641 | -0.5% | 4.02% | -8.6% |
| Q2 2021 | $4,267,000 | +5.5% | 64,961 | +0.7% | 4.40% | -13.0% |
| Q1 2021 | $4,043,000 | +4.3% | 64,486 | +0.1% | 5.06% | -2.2% |
| Q4 2020 | $3,876,000 | -11.1% | 64,436 | -22.9% | 5.18% | -21.2% |
| Q3 2020 | $4,359,000 | -2.6% | 83,553 | -8.2% | 6.57% | -9.7% |
| Q2 2020 | $4,476,000 | +17.1% | 91,033 | -0.1% | 7.28% | +1.4% |
| Q1 2020 | $3,824,000 | -31.2% | 91,133 | -8.6% | 7.18% | +0.8% |
| Q4 2019 | $5,556,000 | – | 99,758 | – | 7.12% | – |
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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% |