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 | $623,134 | -5.1% | 11,643 | -0.6% | 0.15% | -2.6% |
| Q2 2023 | $656,585 | -0.5% | 11,708 | -2.1% | 0.15% | -6.2% |
| Q1 2023 | $660,202 | +106728.8% | 11,958 | 0.0% | 0.16% | +4.5% |
| Q4 2022 | $618 | -99.9% | 11,958 | 0.0% | 0.15% | +5.5% |
| Q3 2022 | $547,000 | -58.9% | 11,958 | -53.6% | 0.15% | -7.0% |
| Q2 2022 | $1,330,000 | +60.8% | 25,766 | +86.2% | 0.16% | -11.3% |
| Q1 2022 | $827,000 | -7.5% | 13,838 | -1.6% | 0.18% | -3.8% |
| Q4 2021 | $894,000 | -9.6% | 14,063 | -10.1% | 0.18% | -16.4% |
| Q3 2021 | $989,000 | -4.0% | 15,638 | -0.3% | 0.22% | -4.8% |
| Q2 2021 | $1,030,000 | -0.8% | 15,688 | -5.2% | 0.23% | -6.1% |
| Q1 2021 | $1,038,000 | +5.2% | 16,548 | +0.9% | 0.25% | -2.4% |
| Q4 2020 | $987,000 | +16.1% | 16,398 | +0.6% | 0.25% | +1.6% |
| Q3 2020 | $850,000 | -2.7% | 16,298 | -8.3% | 0.25% | -11.1% |
| Q2 2020 | $874,000 | +11.1% | 17,778 | -5.2% | 0.28% | -5.1% |
| Q1 2020 | $787,000 | -31.6% | 18,753 | -9.3% | 0.29% | -11.2% |
| Q4 2019 | $1,151,000 | +5.4% | 20,673 | -2.2% | 0.33% | -0.3% |
| Q3 2019 | $1,092,000 | -21.3% | 21,138 | -19.6% | 0.33% | -22.8% |
| Q2 2019 | $1,387,000 | -0.2% | 26,288 | -1.9% | 0.43% | -5.1% |
| Q1 2019 | $1,390,000 | +13.3% | 26,788 | +3.1% | 0.45% | +0.7% |
| Q4 2018 | $1,227,000 | -15.3% | 25,988 | -3.1% | 0.45% | -4.5% |
| Q3 2018 | $1,448,000 | +2.1% | 26,813 | +2.3% | 0.47% | -4.8% |
| Q2 2018 | $1,418,000 | -4.6% | 26,213 | -0.3% | 0.50% | -8.0% |
| Q1 2018 | $1,487,000 | +4.9% | 26,288 | +5.3% | 0.54% | +5.5% |
| Q4 2017 | $1,418,000 | -0.1% | 24,965 | -3.8% | 0.51% | -3.2% |
| Q3 2017 | $1,420,000 | +4.1% | 25,940 | -1.1% | 0.53% | +4.2% |
| Q2 2017 | $1,364,000 | -0.1% | 26,240 | -4.5% | 0.51% | -0.2% |
| Q1 2017 | $1,366,000 | +74.2% | 27,490 | +60.9% | 0.51% | +66.8% |
| Q4 2016 | $784,000 | +282.4% | 17,090 | +293.3% | 0.30% | +210.2% |
| Q3 2016 | $205,000 | -71.7% | 4,345 | -73.3% | 0.10% | -65.7% |
| Q2 2016 | $724,000 | -23.9% | 16,270 | -23.2% | 0.29% | -26.3% |
| Q1 2016 | $952,000 | -2.0% | 21,190 | -1.6% | 0.39% | -5.8% |
| Q4 2015 | $971,000 | +4.2% | 21,525 | +2.4% | 0.41% | -3.7% |
| Q3 2015 | $932,000 | -12.7% | 21,025 | -0.8% | 0.43% | -4.7% |
| Q2 2015 | $1,067,000 | -0.9% | 21,200 | -0.9% | 0.45% | +0.7% |
| Q1 2015 | $1,077,000 | – | 21,400 | – | 0.45% | – |
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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% |