VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 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 | $171,158 | +380.6% | 3,198 | +403.6% | 0.00% | +300.0% |
| Q2 2023 | $35,611 | -29.4% | 635 | -30.4% | 0.00% | 0.0% |
| Q1 2023 | $50,407 | +6.7% | 913 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $47,220 | -79.2% | 913 | -81.6% | 0.00% | -83.3% |
| Q3 2022 | $227,000 | +383.0% | 4,968 | +444.1% | 0.01% | +500.0% |
| Q2 2022 | $47,000 | -14.5% | 913 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $55,000 | -5.2% | 913 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $58,000 | 0.0% | 913 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $58,000 | +38.1% | 913 | +43.8% | 0.00% | 0.0% |
| Q2 2021 | $42,000 | -6.7% | 635 | -11.4% | 0.00% | 0.0% |
| Q1 2021 | $45,000 | -33.8% | 717 | -36.9% | 0.00% | -50.0% |
| Q4 2020 | $68,000 | +15.3% | 1,136 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $59,000 | +90.3% | 1,136 | +78.9% | 0.00% | +100.0% |
| Q2 2020 | $31,000 | -67.4% | 635 | -65.6% | 0.00% | -66.7% |
| Q3 2019 | $95,000 | – | 1,844 | – | 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% |