VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $65,568,879 | +5.1% | 1,225,129 | +10.1% | 0.06% | +7.8% |
| Q2 2023 | $62,391,558 | +2.5% | 1,112,546 | +0.9% | 0.05% | -3.8% |
| Q1 2023 | $60,873,985 | +134.4% | 1,102,590 | +119.6% | 0.05% | +120.8% |
| Q4 2022 | $25,969,366 | -32.8% | 502,116 | -40.6% | 0.02% | -38.5% |
| Q3 2022 | $38,672,000 | +9.5% | 844,916 | +23.5% | 0.04% | +11.4% |
| Q2 2022 | $35,316,000 | -12.8% | 684,289 | +0.9% | 0.04% | +2.9% |
| Q1 2022 | $40,516,000 | +91.9% | 678,210 | +104.2% | 0.03% | +100.0% |
| Q4 2021 | $21,114,000 | +12.8% | 332,132 | +12.3% | 0.02% | 0.0% |
| Q3 2021 | $18,714,000 | -3.4% | 295,820 | +0.3% | 0.02% | -5.6% |
| Q2 2021 | $19,376,000 | +4.5% | 295,014 | -0.3% | 0.02% | -5.3% |
| Q1 2021 | $18,545,000 | -4.3% | 295,769 | -8.2% | 0.02% | -9.5% |
| Q4 2020 | $19,379,000 | +9.2% | 322,117 | -5.3% | 0.02% | -4.5% |
| Q3 2020 | $17,739,000 | -2.2% | 340,022 | -7.8% | 0.02% | -8.3% |
| Q2 2020 | $18,134,000 | -5.5% | 368,806 | -19.3% | 0.02% | -20.0% |
| Q1 2020 | $19,186,000 | -39.7% | 457,249 | -20.0% | 0.03% | -25.0% |
| Q4 2019 | $31,820,000 | +12.9% | 571,368 | +4.7% | 0.04% | +2.6% |
| Q3 2019 | $28,190,000 | -18.6% | 545,692 | -16.8% | 0.04% | -22.0% |
| Q2 2019 | $34,617,000 | +3.5% | 656,248 | +1.8% | 0.05% | -2.0% |
| Q1 2019 | $33,444,000 | +25.0% | 644,378 | +13.7% | 0.05% | +8.5% |
| Q4 2018 | $26,758,000 | -7.5% | 566,677 | +5.7% | 0.05% | +4.4% |
| Q3 2018 | $28,942,000 | +24.3% | 535,959 | +24.5% | 0.04% | +15.4% |
| Q2 2018 | $23,293,000 | +6.2% | 430,551 | +11.0% | 0.04% | 0.0% |
| Q1 2018 | $21,932,000 | +9.1% | 387,830 | +9.6% | 0.04% | +5.4% |
| Q4 2017 | $20,096,000 | +15.2% | 353,748 | +11.0% | 0.04% | +5.7% |
| Q3 2017 | $17,439,000 | +32.3% | 318,638 | +25.6% | 0.04% | +25.0% |
| Q2 2017 | $13,185,000 | +17.5% | 253,699 | +12.3% | 0.03% | +7.7% |
| Q1 2017 | $11,219,000 | +42.4% | 225,832 | +31.6% | 0.03% | +30.0% |
| Q4 2016 | $7,876,000 | +30.5% | 171,668 | +34.3% | 0.02% | +25.0% |
| Q3 2016 | $6,033,000 | +36.9% | 127,791 | +29.0% | 0.02% | +14.3% |
| Q2 2016 | $4,408,000 | +28.6% | 99,096 | +29.9% | 0.01% | +16.7% |
| Q1 2016 | $3,428,000 | +108.5% | 76,312 | +109.4% | 0.01% | +100.0% |
| Q4 2015 | $1,644,000 | -38.1% | 36,448 | -39.1% | 0.01% | -45.5% |
| Q3 2015 | $2,654,000 | -8.1% | 59,872 | +4.4% | 0.01% | 0.0% |
| Q2 2015 | $2,888,000 | -4.9% | 57,371 | -4.9% | 0.01% | -15.4% |
| Q1 2015 | $3,036,000 | +350.4% | 60,300 | +332.3% | 0.01% | +333.3% |
| Q4 2014 | $674,000 | -83.9% | 13,949 | -83.0% | 0.00% | -87.5% |
| Q3 2014 | $4,195,000 | -7.6% | 82,247 | -1.6% | 0.02% | -14.3% |
| Q2 2014 | $4,538,000 | +31.8% | 83,584 | +26.8% | 0.03% | +16.7% |
| Q1 2014 | $3,442,000 | +222.3% | 65,931 | +223.2% | 0.02% | +200.0% |
| Q4 2013 | $1,068,000 | – | 20,397 | – | 0.01% | – |
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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% |