VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 59 filers reported holding VANGUARD STAR FDS in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,495 | -17.4% | 439 | -13.4% | 0.00% | – |
| Q2 2023 | $28,433 | +17.3% | 507 | +15.5% | 0.00% | – |
| Q1 2023 | $24,237 | -89.0% | 439 | -89.7% | 0.00% | – |
| Q4 2022 | $219,397 | +13.7% | 4,242 | +0.7% | 0.00% | – |
| Q3 2022 | $193,000 | -12.3% | 4,213 | -1.3% | 0.00% | – |
| Q2 2022 | $220,000 | -52.7% | 4,267 | -45.3% | 0.00% | – |
| Q1 2022 | $465,000 | +74.2% | 7,794 | +85.9% | 0.00% | – |
| Q4 2021 | $267,000 | +968.0% | 4,193 | +948.2% | 0.00% | – |
| Q3 2021 | $25,000 | -97.3% | 400 | -97.2% | 0.00% | -100.0% |
| Q2 2021 | $924,000 | +14.5% | 14,066 | +9.3% | 0.00% | 0.0% |
| Q1 2021 | $807,000 | +30.4% | 12,870 | +25.0% | 0.00% | – |
| Q4 2020 | $619,000 | +15.9% | 10,295 | +0.6% | 0.00% | – |
| Q3 2020 | $534,000 | +1.9% | 10,234 | -4.0% | 0.00% | – |
| Q2 2020 | $524,000 | +13.2% | 10,658 | -3.5% | 0.00% | – |
| Q1 2020 | $463,000 | -25.4% | 11,045 | -1.0% | 0.00% | – |
| Q4 2019 | $621,000 | +6.9% | 11,157 | -0.8% | 0.00% | – |
| Q3 2019 | $581,000 | -17.2% | 11,242 | -15.5% | 0.00% | -100.0% |
| Q2 2019 | $702,000 | -1.3% | 13,300 | -2.9% | 0.00% | 0.0% |
| Q1 2019 | $711,000 | +8.7% | 13,700 | -1.1% | 0.00% | 0.0% |
| Q4 2018 | $654,000 | -9.4% | 13,854 | +3.6% | 0.00% | 0.0% |
| Q3 2018 | $722,000 | +22.0% | 13,370 | +22.1% | 0.00% | 0.0% |
| Q2 2018 | $592,000 | -36.8% | 10,949 | -33.9% | 0.00% | 0.0% |
| Q1 2018 | $936,000 | +33.9% | 16,556 | +34.5% | 0.00% | 0.0% |
| Q4 2017 | $699,000 | +13.1% | 12,313 | +9.0% | 0.00% | 0.0% |
| Q3 2017 | $618,000 | +22.1% | 11,297 | +15.9% | 0.00% | – |
| Q2 2017 | $506,000 | +9.1% | 9,745 | +4.2% | 0.00% | – |
| Q1 2017 | $464,000 | +8.2% | 9,348 | 0.0% | 0.00% | – |
| Q4 2016 | $429,000 | +5.7% | 9,348 | +8.7% | 0.00% | – |
| Q3 2016 | $406,000 | +8.0% | 8,598 | +1.8% | 0.00% | – |
| Q2 2016 | $376,000 | +2.2% | 8,450 | +3.1% | 0.00% | – |
| Q1 2016 | $368,000 | +14.6% | 8,198 | +15.0% | 0.00% | – |
| Q4 2015 | $321,000 | +358.6% | 7,127 | +351.6% | 0.00% | – |
| Q3 2015 | $70,000 | -40.2% | 1,578 | -32.1% | 0.00% | – |
| Q2 2015 | $117,000 | -15.2% | 2,323 | -15.0% | 0.00% | – |
| Q1 2015 | $138,000 | +119.0% | 2,732 | +109.8% | 0.00% | – |
| Q4 2014 | $63,000 | +103.2% | 1,302 | +117.0% | 0.00% | – |
| Q3 2014 | $31,000 | +416.7% | 600 | +482.5% | 0.00% | – |
| Q2 2014 | $6,000 | -66.7% | 103 | -70.8% | 0.00% | – |
| Q1 2014 | $18,000 | -25.0% | 353 | -22.1% | 0.00% | – |
| Q4 2013 | $24,000 | +50.0% | 453 | +41.6% | 0.00% | – |
| Q3 2013 | $16,000 | -89.8% | 320 | -90.7% | 0.00% | – |
| Q2 2013 | $157,000 | – | 3,431 | – | 0.00% | – |
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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% |