VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 435 filers reported holding VANGUARD STAR FDS in Q2 2019. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,127,169 | -2.2% | 21,061 | +2.5% | 0.00% | 0.0% |
| Q2 2023 | $1,152,108 | +2.6% | 20,544 | +1.0% | 0.00% | 0.0% |
| Q1 2023 | $1,122,916 | +16.3% | 20,339 | +8.9% | 0.00% | 0.0% |
| Q4 2022 | $965,768 | +64.2% | 18,673 | +45.4% | 0.00% | +33.3% |
| Q3 2022 | $588,000 | -16.5% | 12,845 | -5.8% | 0.00% | 0.0% |
| Q2 2022 | $704,000 | -11.8% | 13,632 | +2.0% | 0.00% | 0.0% |
| Q1 2022 | $798,000 | -7.9% | 13,360 | -1.9% | 0.00% | 0.0% |
| Q4 2021 | $866,000 | +29.8% | 13,617 | +29.2% | 0.00% | +50.0% |
| Q3 2021 | $667,000 | +2.1% | 10,537 | +6.0% | 0.00% | 0.0% |
| Q2 2021 | $653,000 | +20.5% | 9,942 | +14.9% | 0.00% | 0.0% |
| Q1 2021 | $542,000 | +7.3% | 8,652 | +3.0% | 0.00% | 0.0% |
| Q4 2020 | $505,000 | +16.4% | 8,401 | +1.0% | 0.00% | 0.0% |
| Q3 2020 | $434,000 | +4.3% | 8,319 | -1.7% | 0.00% | 0.0% |
| Q2 2020 | $416,000 | +2.2% | 8,467 | -12.6% | 0.00% | -33.3% |
| Q1 2020 | $407,000 | +46.4% | 9,693 | +94.4% | 0.00% | +200.0% |
| Q4 2019 | $278,000 | +23.6% | 4,985 | +16.9% | 0.00% | 0.0% |
| Q2 2019 | $225,000 | -11.4% | 4,266 | -12.7% | 0.00% | -50.0% |
| Q1 2019 | $254,000 | +4.1% | 4,887 | -5.2% | 0.00% | 0.0% |
| Q4 2018 | $244,000 | -10.9% | 5,157 | +1.5% | 0.00% | 0.0% |
| Q3 2018 | $274,000 | +28.0% | 5,082 | +28.2% | 0.00% | +100.0% |
| Q2 2018 | $214,000 | -14.1% | 3,963 | -10.1% | 0.00% | -50.0% |
| Q1 2018 | $249,000 | -6.0% | 4,406 | -5.6% | 0.00% | 0.0% |
| Q4 2017 | $265,000 | +21.6% | 4,665 | +17.4% | 0.00% | 0.0% |
| Q3 2017 | $218,000 | – | 3,975 | – | 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% |