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 | $10,336,318 | +6.5% | 193,130 | +11.6% | 0.26% | -6.5% |
| Q2 2023 | $9,707,280 | -15.1% | 173,097 | -16.4% | 0.28% | -24.3% |
| Q1 2023 | $11,431,672 | +6.7% | 207,058 | 0.0% | 0.37% | +49.8% |
| Q4 2022 | $10,709,000 | +7.5% | 207,058 | -4.9% | 0.24% | -11.9% |
| Q3 2022 | $9,966,000 | -15.7% | 217,740 | -4.9% | 0.28% | -10.0% |
| Q2 2022 | $11,819,000 | -24.9% | 229,013 | -13.1% | 0.31% | +5.5% |
| Q1 2022 | $15,743,000 | -42.4% | 263,517 | -38.7% | 0.29% | -36.3% |
| Q4 2021 | $27,313,000 | +0.5% | 429,647 | 0.0% | 0.46% | -3.2% |
| Q3 2021 | $27,179,000 | +1.5% | 429,647 | +5.4% | 0.48% | -3.3% |
| Q2 2021 | $26,766,000 | -4.0% | 407,706 | -8.3% | 0.49% | -3.3% |
| Q1 2021 | $27,871,000 | +4.2% | 444,660 | 0.0% | 0.51% | +12.1% |
| Q4 2020 | $26,742,000 | +10.8% | 444,660 | -3.8% | 0.45% | -3.2% |
| Q3 2020 | $24,130,000 | -7.3% | 462,255 | -12.6% | 0.47% | -14.8% |
| Q2 2020 | $26,019,000 | +3.9% | 529,155 | -11.0% | 0.55% | +63.9% |
| Q1 2020 | $25,031,000 | -15.2% | 594,700 | +12.2% | 0.34% | -0.3% |
| Q4 2019 | $29,512,000 | -18.5% | 530,125 | -24.5% | 0.34% | -26.0% |
| Q3 2019 | $36,215,000 | -13.6% | 701,699 | -11.8% | 0.45% | +336.5% |
| Q2 2019 | $41,939,000 | -1.9% | 795,655 | -3.5% | 0.10% | -5.5% |
| Q1 2019 | $42,767,000 | +10.2% | 824,509 | +0.2% | 0.11% | -2.7% |
| Q4 2018 | $38,819,000 | -10.6% | 822,789 | +2.3% | 0.11% | +3.7% |
| Q3 2018 | $43,403,000 | -4.7% | 804,052 | -4.5% | 0.11% | -9.9% |
| Q2 2018 | $45,534,000 | -6.1% | 842,133 | -1.8% | 0.12% | -7.6% |
| Q1 2018 | $48,503,000 | +16.3% | 857,998 | +16.9% | 0.13% | +14.9% |
| Q4 2017 | $41,692,000 | +2.0% | 734,147 | -1.7% | 0.11% | -5.0% |
| Q3 2017 | $40,865,000 | -0.7% | 746,663 | -5.7% | 0.12% | -4.0% |
| Q2 2017 | $41,144,000 | -1.7% | 791,696 | -6.1% | 0.12% | -5.3% |
| Q1 2017 | $41,869,000 | +25.7% | 842,953 | +16.1% | 0.13% | +18.9% |
| Q4 2016 | $33,303,000 | -3.5% | 726,336 | -0.7% | 0.11% | -5.1% |
| Q3 2016 | $34,513,000 | -3.1% | 731,509 | -8.7% | 0.12% | -7.9% |
| Q2 2016 | $35,623,000 | -0.6% | 800,884 | +0.4% | 0.13% | -1.6% |
| Q1 2016 | $35,829,000 | +8.8% | 797,445 | +9.2% | 0.13% | +10.3% |
| Q4 2015 | $32,941,000 | +1.7% | 730,230 | -0.1% | 0.12% | -3.3% |
| Q3 2015 | $32,388,000 | -10.8% | 731,106 | +1.3% | 0.12% | -4.7% |
| Q2 2015 | $36,317,000 | -2.0% | 721,578 | -2.0% | 0.13% | -2.3% |
| Q1 2015 | $37,064,000 | +28.2% | 736,560 | +23.1% | 0.13% | +27.5% |
| Q4 2014 | $28,904,000 | -5.5% | 598,542 | -0.3% | 0.10% | -7.3% |
| Q3 2014 | $30,575,000 | -8.5% | 600,097 | -2.6% | 0.11% | -10.6% |
| Q2 2014 | $33,417,000 | – | 615,874 | – | 0.12% | – |
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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% |