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 | $1,241,290 | -15.5% | 23,193 | -11.5% | 0.01% | -14.3% |
| Q2 2023 | $1,469,072 | -9.6% | 26,196 | -11.0% | 0.01% | -12.5% |
| Q1 2023 | $1,625,437 | +6.0% | 29,441 | -0.7% | 0.02% | 0.0% |
| Q4 2022 | $1,533,085 | +47.0% | 29,642 | +30.1% | 0.02% | +33.3% |
| Q3 2022 | $1,043,000 | -7.5% | 22,787 | +4.3% | 0.01% | 0.0% |
| Q2 2022 | $1,128,000 | -14.7% | 21,851 | -1.3% | 0.01% | 0.0% |
| Q1 2022 | $1,323,000 | -4.3% | 22,150 | +1.9% | 0.01% | -7.7% |
| Q4 2021 | $1,382,000 | +5.7% | 21,745 | +5.2% | 0.01% | 0.0% |
| Q3 2021 | $1,308,000 | -3.3% | 20,676 | +0.5% | 0.01% | -7.1% |
| Q2 2021 | $1,352,000 | +4.8% | 20,580 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $1,290,000 | +14233.3% | 20,580 | +9794.2% | 0.02% | – |
| Q1 2020 | $9,000 | -47.1% | 208 | -32.5% | 0.00% | – |
| Q4 2019 | $17,000 | +142.9% | 308 | +144.4% | 0.00% | – |
| Q2 2019 | $7,000 | 0.0% | 126 | 0.0% | 0.00% | – |
| Q1 2019 | $7,000 | -87.3% | 126 | -87.5% | 0.00% | -100.0% |
| Q3 2017 | $55,000 | -6.8% | 1,005 | -24.2% | 0.00% | 0.0% |
| Q2 2016 | $59,000 | – | 1,325 | – | 0.00% | – |
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% |