VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,659 | -4.6% | 386 | 0.0% | 0.00% | – |
| Q2 2023 | $21,647 | +1.6% | 386 | 0.0% | 0.00% | – |
| Q1 2023 | $21,311 | +6.7% | 386 | 0.0% | 0.00% | – |
| Q4 2022 | $19,964 | +10.9% | 386 | 0.0% | 0.00% | – |
| Q3 2022 | $18,000 | -92.1% | 386 | -91.3% | 0.00% | – |
| Q2 2022 | $228,000 | -13.6% | 4,425 | 0.0% | 0.00% | – |
| Q1 2022 | $264,000 | -6.0% | 4,425 | 0.0% | 0.00% | – |
| Q4 2021 | $281,000 | +0.4% | 4,425 | 0.0% | 0.00% | – |
| Q3 2021 | $280,000 | -71.0% | 4,425 | -69.9% | 0.00% | – |
| Q2 2021 | $967,000 | -12.6% | 14,721 | -16.6% | 0.00% | -100.0% |
| Q1 2021 | $1,106,000 | +203.8% | 17,646 | +191.9% | 0.00% | – |
| Q4 2020 | $364,000 | +20.5% | 6,045 | +4.4% | 0.00% | – |
| Q3 2020 | $302,000 | +6.0% | 5,790 | 0.0% | 0.00% | – |
| Q2 2020 | $285,000 | -45.0% | 5,790 | -53.1% | 0.00% | – |
| Q1 2020 | $518,000 | -64.1% | 12,333 | -52.3% | 0.00% | -100.0% |
| Q4 2019 | $1,441,000 | +34.8% | 25,880 | +25.0% | 0.00% | 0.0% |
| Q3 2019 | $1,069,000 | +2.4% | 20,700 | +4.5% | 0.00% | 0.0% |
| Q2 2019 | $1,044,000 | +1.7% | 19,800 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $1,027,000 | +14.1% | 19,800 | +3.9% | 0.00% | 0.0% |
| Q4 2018 | $900,000 | +11150.0% | 19,062 | +13046.2% | 0.00% | – |
| Q3 2018 | $8,000 | -94.1% | 145 | -94.2% | 0.00% | – |
| Q2 2018 | $136,000 | +177.6% | 2,508 | +144.7% | 0.00% | – |
| Q4 2014 | $49,000 | -56.6% | 1,025 | -53.9% | 0.00% | – |
| Q3 2014 | $113,000 | -26.1% | 2,225 | -21.2% | 0.00% | – |
| Q2 2014 | $153,000 | +4.1% | 2,825 | 0.0% | 0.00% | – |
| Q1 2014 | $147,000 | 0.0% | 2,825 | 0.0% | 0.00% | – |
| Q4 2013 | $147,000 | -47.9% | 2,825 | -50.0% | 0.00% | – |
| Q3 2013 | $282,000 | – | 5,650 | – | 0.00% | – |
Download | ||||||
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% |