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 | $923,727 | -21.5% | 17,259 | -17.7% | 0.01% | -20.0% |
| Q2 2023 | $1,176,389 | +2.5% | 20,977 | +0.9% | 0.02% | 0.0% |
| Q1 2023 | $1,147,493 | -20.7% | 20,784 | -25.7% | 0.02% | -25.0% |
| Q4 2022 | $1,446,499 | +44.6% | 27,968 | +28.0% | 0.02% | +33.3% |
| Q3 2022 | $1,000,000 | -65.4% | 21,842 | -61.0% | 0.02% | -63.4% |
| Q2 2022 | $2,889,000 | +5.3% | 55,975 | +21.9% | 0.04% | +20.6% |
| Q1 2022 | $2,743,000 | -8.9% | 45,914 | -3.0% | 0.03% | -8.1% |
| Q4 2021 | $3,010,000 | -6.8% | 47,349 | -7.3% | 0.04% | -14.0% |
| Q3 2021 | $3,231,000 | +1.3% | 51,070 | +5.1% | 0.04% | -2.3% |
| Q2 2021 | $3,191,000 | +147.4% | 48,589 | +136.2% | 0.04% | +131.6% |
| Q1 2021 | $1,290,000 | -8.5% | 20,572 | -12.2% | 0.02% | -17.4% |
| Q4 2020 | $1,410,000 | +97.2% | 23,442 | +71.1% | 0.02% | +76.9% |
| Q3 2020 | $715,000 | +6.1% | 13,703 | 0.0% | 0.01% | -7.1% |
| Q2 2020 | $674,000 | -21.6% | 13,703 | -33.1% | 0.01% | -26.3% |
| Q1 2020 | $860,000 | -46.3% | 20,495 | -28.7% | 0.02% | -36.7% |
| Q4 2019 | $1,601,000 | +7.1% | 28,755 | -0.6% | 0.03% | 0.0% |
| Q3 2019 | $1,495,000 | -2.0% | 28,937 | 0.0% | 0.03% | -6.2% |
| Q2 2019 | $1,526,000 | +8.6% | 28,937 | +6.9% | 0.03% | +6.7% |
| Q1 2019 | $1,405,000 | -41.5% | 27,078 | -46.8% | 0.03% | -48.3% |
| Q4 2018 | $2,403,000 | -71.2% | 50,907 | -67.0% | 0.06% | -68.6% |
| Q3 2018 | $8,333,000 | +1820.0% | 154,320 | +1821.8% | 0.18% | +1581.8% |
| Q2 2018 | $434,000 | +18.3% | 8,030 | +23.7% | 0.01% | +22.2% |
| Q1 2018 | $367,000 | -3.4% | 6,490 | -3.0% | 0.01% | 0.0% |
| Q4 2017 | $380,000 | +3.8% | 6,690 | 0.0% | 0.01% | -10.0% |
| Q3 2017 | $366,000 | – | 6,690 | – | 0.01% | – |
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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% |