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 | $1,013,867 | -2.6% | 19,603 | +5.6% | 0.02% | +4.8% |
| Q2 2023 | $1,041,125 | +10.8% | 18,565 | +9.1% | 0.02% | +5.0% |
| Q1 2023 | $939,564 | +47.5% | 17,018 | +38.2% | 0.02% | +66.7% |
| Q4 2022 | $636,788 | +20.4% | 12,312 | +6.5% | 0.01% | +9.1% |
| Q3 2022 | $529,000 | -11.4% | 11,560 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $597,000 | -28.8% | 11,558 | -17.7% | 0.01% | -21.4% |
| Q1 2022 | $839,000 | -5.6% | 14,051 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $889,000 | +19.5% | 13,993 | +19.0% | 0.01% | +7.7% |
| Q3 2021 | $744,000 | +6.0% | 11,759 | +5.1% | 0.01% | 0.0% |
| Q1 2021 | $702,000 | +3.1% | 11,185 | -1.2% | 0.01% | 0.0% |
| Q4 2020 | $681,000 | +10.6% | 11,322 | -4.2% | 0.01% | -7.1% |
| Q3 2020 | $616,000 | -28.4% | 11,820 | -32.4% | 0.01% | -30.0% |
| Q2 2020 | $860,000 | – | 17,485 | – | 0.02% | – |
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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% |