VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $10,910,499 | +8.6% | 210,953 | -3.9% | 0.82% | +0.6% |
| Q3 2022 | $10,047,000 | -6.3% | 219,513 | +5.6% | 0.82% | +3.3% |
| Q2 2022 | $10,728,000 | -10.7% | 207,865 | +3.4% | 0.79% | +5.7% |
| Q1 2022 | $12,009,000 | -5.5% | 201,008 | +0.6% | 0.75% | -0.4% |
| Q4 2021 | $12,706,000 | +0.8% | 199,879 | +0.3% | 0.75% | -9.0% |
| Q3 2021 | $12,611,000 | +3.1% | 199,346 | +7.1% | 0.83% | +4.2% |
| Q2 2021 | $12,228,000 | +5.5% | 186,172 | +0.7% | 0.79% | +1.7% |
| Q1 2021 | $11,596,000 | +6.4% | 184,940 | +2.1% | 0.78% | +5.0% |
| Q4 2020 | $10,898,000 | +22.1% | 181,151 | +5.9% | 0.74% | +14.5% |
| Q3 2020 | $8,923,000 | +8.6% | 171,039 | +2.3% | 0.65% | -1.4% |
| Q2 2020 | $8,217,000 | +13.4% | 167,120 | -3.2% | 0.66% | -1.3% |
| Q1 2020 | $7,243,000 | -21.3% | 172,618 | +4.5% | 0.67% | -7.1% |
| Q4 2019 | $9,202,000 | +6.5% | 165,230 | -1.2% | 0.72% | +1.1% |
| Q3 2019 | $8,641,000 | +8.5% | 167,264 | +10.8% | 0.71% | +4.3% |
| Q2 2019 | $7,964,000 | +7.7% | 150,979 | +5.9% | 0.68% | +4.0% |
| Q1 2019 | $7,397,000 | +48.2% | 142,525 | +34.9% | 0.66% | +30.5% |
| Q4 2018 | $4,990,000 | -36.1% | 105,673 | -26.9% | 0.50% | -30.5% |
| Q3 2018 | $7,811,000 | +127.7% | 144,641 | +128.1% | 0.72% | +109.9% |
| Q2 2018 | $3,431,000 | +30.4% | 63,415 | +36.3% | 0.34% | +31.3% |
| Q1 2018 | $2,632,000 | +743.6% | 46,539 | +748.3% | 0.26% | +773.3% |
| Q4 2017 | $312,000 | -23.9% | 5,486 | -26.8% | 0.03% | -28.6% |
| Q3 2017 | $410,000 | +51.3% | 7,496 | +43.8% | 0.04% | +50.0% |
| Q2 2017 | $271,000 | – | 5,212 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Louis-Dreyfus Family Office LLC | 649,796 | $38,819,000 | 46.42% |
| OIKOS HOLDINGS LLC | 1,755,436 | $104,870,000 | 32.63% |
| Mosaic Advisors LLC | 393,628 | $23,515,000 | 26.58% |
| Sageworth Trust Co | 5,057,564 | $302,139,000 | 23.56% |
| SAM Advisors, LLC | 636,899 | $38,048,000 | 16.46% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 508,164 | $30,358,000 | 16.09% |
| Gibson Wealth Advisors LLC | 207,344 | $12,387,000 | 12.64% |
| UNIVEST FINANCIAL Corp | 723,488 | $43,221,000 | 12.18% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 264,909 | $15,825,000 | 11.61% |
| Family CFO Inc | 170,696 | $10,197,000 | 10.35% |