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 | $44,298 | -6.4% | 827,689 | -1.9% | 0.09% | -4.2% |
| Q2 2023 | $47,314 | +5.8% | 843,689 | +4.2% | 0.10% | +2.1% |
| Q1 2023 | $44,717 | +15.4% | 809,945 | +8.1% | 0.09% | +1.1% |
| Q4 2022 | $38,738 | -99.9% | 749,008 | -15.7% | 0.09% | -11.4% |
| Q3 2022 | $40,687,000 | -14.0% | 888,950 | -3.0% | 0.10% | -14.6% |
| Q2 2022 | $47,315,000 | -15.4% | 916,780 | -2.1% | 0.12% | -3.9% |
| Q1 2022 | $55,932,000 | +3.4% | 936,267 | +10.0% | 0.13% | +4.9% |
| Q4 2021 | $54,084,000 | +11.7% | 850,782 | +11.2% | 0.12% | 0.0% |
| Q3 2021 | $48,402,000 | -6.2% | 765,131 | -2.6% | 0.12% | -6.9% |
| Q2 2021 | $51,578,000 | +7.0% | 785,299 | +2.1% | 0.13% | -3.7% |
| Q1 2021 | $48,222,000 | +4.7% | 769,097 | +0.4% | 0.14% | -2.2% |
| Q4 2020 | $46,067,000 | +37.1% | 765,752 | +18.9% | 0.14% | +20.9% |
| Q3 2020 | $33,607,000 | +7.2% | 644,199 | +1.0% | 0.12% | -2.5% |
| Q2 2020 | $31,357,000 | -2.4% | 637,741 | -16.7% | 0.12% | -21.3% |
| Q1 2020 | $32,135,000 | -29.5% | 765,853 | -6.4% | 0.15% | -13.3% |
| Q4 2019 | $45,552,000 | +22.7% | 817,962 | +13.8% | 0.17% | +9.5% |
| Q3 2019 | $37,120,000 | +5.2% | 718,545 | +7.4% | 0.16% | +1.9% |
| Q2 2019 | $35,294,000 | +0.5% | 669,083 | -1.1% | 0.16% | -4.3% |
| Q1 2019 | $35,110,000 | +11.7% | 676,507 | +1.6% | 0.16% | -3.0% |
| Q4 2018 | $31,437,000 | +3.7% | 665,757 | +18.5% | 0.17% | +15.2% |
| Q3 2018 | $30,329,000 | +4.1% | 561,663 | +4.3% | 0.14% | -4.6% |
| Q2 2018 | $29,135,000 | -1.9% | 538,532 | +2.6% | 0.15% | -5.6% |
| Q1 2018 | $29,695,000 | +2.0% | 525,118 | +2.5% | 0.16% | +1.3% |
| Q4 2017 | $29,104,000 | – | 512,303 | – | 0.16% | – |
Download | ||||||
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% |