VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,297,315 | +11.6% | 80,294 | +16.9% | 0.08% | +19.4% |
| Q2 2023 | $3,851,625 | +2.6% | 68,681 | +1.0% | 0.07% | -13.0% |
| Q1 2023 | $3,754,568 | +8.2% | 68,005 | +1.3% | 0.08% | +1.3% |
| Q4 2022 | $3,471,097 | +7.3% | 67,113 | -5.1% | 0.08% | +2.7% |
| Q3 2022 | $3,236,000 | -13.8% | 70,694 | -2.8% | 0.07% | -9.8% |
| Q2 2022 | $3,753,000 | -3.6% | 72,718 | +11.5% | 0.08% | +18.8% |
| Q1 2022 | $3,895,000 | +7.6% | 65,202 | +14.5% | 0.07% | +11.3% |
| Q4 2021 | $3,620,000 | -3.9% | 56,947 | -4.4% | 0.06% | -10.1% |
| Q3 2021 | $3,768,000 | -2.2% | 59,564 | +1.5% | 0.07% | -1.4% |
| Q2 2021 | $3,854,000 | +12.3% | 58,671 | +7.2% | 0.07% | +7.7% |
| Q1 2021 | $3,433,000 | +15.0% | 54,751 | +10.3% | 0.06% | +6.6% |
| Q4 2020 | $2,986,000 | +27.0% | 49,637 | +10.1% | 0.06% | +8.9% |
| Q3 2020 | $2,352,000 | +6.0% | 45,082 | -0.0% | 0.06% | +1.8% |
| Q2 2020 | $2,218,000 | +108.5% | 45,101 | +77.9% | 0.06% | +71.9% |
| Q1 2020 | $1,064,000 | -23.5% | 25,355 | +1.5% | 0.03% | +6.7% |
| Q4 2019 | $1,391,000 | +7.7% | 24,970 | -0.2% | 0.03% | 0.0% |
| Q3 2019 | $1,292,000 | -2.1% | 25,017 | +0.0% | 0.03% | -3.2% |
| Q2 2019 | $1,320,000 | +9.7% | 25,015 | +7.9% | 0.03% | +14.8% |
| Q1 2019 | $1,203,000 | -8.6% | 23,183 | -16.8% | 0.03% | -20.6% |
| Q4 2018 | $1,316,000 | +39.6% | 27,868 | +59.5% | 0.03% | +70.0% |
| Q3 2018 | $943,000 | +0.1% | 17,468 | +0.3% | 0.02% | +5.3% |
| Q2 2018 | $942,000 | +25.9% | 17,413 | +31.6% | 0.02% | +26.7% |
| Q1 2018 | $748,000 | +1.6% | 13,233 | +2.1% | 0.02% | +7.1% |
| Q4 2017 | $736,000 | +1.5% | 12,963 | -2.1% | 0.01% | +7.7% |
| Q3 2017 | $725,000 | +2.5% | 13,238 | -2.8% | 0.01% | -7.1% |
| Q2 2017 | $707,000 | +0.7% | 13,613 | -3.7% | 0.01% | +7.7% |
| Q1 2017 | $702,000 | +8.2% | 14,138 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $649,000 | -20.4% | 14,138 | -18.1% | 0.01% | -18.8% |
| Q3 2016 | $815,000 | +8.5% | 17,268 | +2.2% | 0.02% | 0.0% |
| Q2 2016 | $751,000 | -54.4% | 16,893 | -54.0% | 0.02% | -54.3% |
| Q1 2016 | $1,648,000 | -2.6% | 36,691 | -2.2% | 0.04% | 0.0% |
| Q4 2015 | $1,692,000 | +115.0% | 37,507 | +111.2% | 0.04% | +105.9% |
| Q3 2015 | $787,000 | +8.7% | 17,757 | +23.5% | 0.02% | +30.8% |
| Q2 2015 | $724,000 | +3.7% | 14,382 | +3.7% | 0.01% | 0.0% |
| Q1 2015 | $698,000 | -16.5% | 13,863 | -19.8% | 0.01% | -18.8% |
| Q4 2014 | $836,000 | – | 17,288 | – | 0.02% | – |
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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% |