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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,753,714 | +4.3% | 294,351 | +9.3% | 0.02% | 0.0% |
| Q2 2023 | $15,104,711 | -2.5% | 269,343 | -4.1% | 0.02% | -9.1% |
| Q1 2023 | $15,499,650 | -11.6% | 280,740 | -17.2% | 0.02% | -18.5% |
| Q4 2022 | $17,527,543 | +25.7% | 338,893 | +11.2% | 0.03% | +12.5% |
| Q3 2022 | $13,947,000 | +26.6% | 304,705 | +42.8% | 0.02% | +26.3% |
| Q2 2022 | $11,013,000 | +20.4% | 213,377 | +39.3% | 0.02% | +26.7% |
| Q1 2022 | $9,150,000 | -22.5% | 153,184 | -17.6% | 0.02% | -21.1% |
| Q4 2021 | $11,813,000 | +25.3% | 185,823 | +24.7% | 0.02% | +11.8% |
| Q3 2021 | $9,426,000 | +1.7% | 149,005 | +5.6% | 0.02% | -5.6% |
| Q2 2021 | $9,272,000 | +33.1% | 141,161 | +27.0% | 0.02% | +20.0% |
| Q1 2021 | $6,967,000 | +73.2% | 111,117 | +66.2% | 0.02% | +66.7% |
| Q4 2020 | $4,022,000 | +52.8% | 66,868 | +32.5% | 0.01% | +28.6% |
| Q3 2020 | $2,632,000 | +17.7% | 50,458 | +10.9% | 0.01% | 0.0% |
| Q2 2020 | $2,237,000 | +16.0% | 45,490 | -1.0% | 0.01% | 0.0% |
| Q1 2020 | $1,928,000 | +24.0% | 45,937 | +64.5% | 0.01% | +40.0% |
| Q4 2019 | $1,555,000 | +8.3% | 27,917 | +0.4% | 0.01% | 0.0% |
| Q3 2019 | $1,436,000 | +2.7% | 27,806 | +4.9% | 0.01% | -16.7% |
| Q2 2019 | $1,398,000 | +12.5% | 26,508 | +10.7% | 0.01% | +20.0% |
| Q1 2019 | $1,243,000 | +11.4% | 23,954 | +1.4% | 0.01% | -16.7% |
| Q4 2018 | $1,116,000 | -22.0% | 23,626 | -10.8% | 0.01% | -14.3% |
| Q3 2018 | $1,431,000 | -0.4% | 26,495 | -0.2% | 0.01% | -12.5% |
| Q2 2018 | $1,437,000 | +1.8% | 26,550 | +6.3% | 0.01% | -11.1% |
| Q1 2018 | $1,412,000 | +101.1% | 24,969 | +102.0% | 0.01% | +125.0% |
| Q4 2017 | $702,000 | +2.9% | 12,358 | -0.9% | 0.00% | -20.0% |
| Q3 2017 | $682,000 | +12.0% | 12,468 | +6.4% | 0.01% | 0.0% |
| Q2 2017 | $609,000 | +20.4% | 11,722 | +15.2% | 0.01% | 0.0% |
| Q1 2017 | $506,000 | +5.2% | 10,179 | -2.9% | 0.01% | 0.0% |
| Q4 2016 | $481,000 | +108.2% | 10,484 | +101.6% | 0.01% | +66.7% |
| Q2 2016 | $231,000 | +185.2% | 5,200 | +186.8% | 0.00% | +200.0% |
| Q1 2016 | $81,000 | +326.3% | 1,813 | +378.4% | 0.00% | – |
| Q2 2015 | $19,000 | – | 379 | – | 0.00% | – |
Download | ||||||
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% |