VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 425 filers reported holding VANGUARD STAR FDS in Q3 2019. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $791,798 | -9.6% | 14,794 | -5.2% | 0.07% | -6.3% |
| Q2 2023 | $875,546 | -13.5% | 15,612 | -14.8% | 0.08% | -18.6% |
| Q1 2023 | $1,011,968 | +2.5% | 18,329 | -4.0% | 0.10% | -3.0% |
| Q4 2022 | $987,047 | -6.2% | 19,084 | -17.0% | 0.10% | -15.3% |
| Q3 2022 | $1,052,000 | -5.5% | 22,979 | +6.6% | 0.12% | -0.8% |
| Q2 2022 | $1,113,000 | -14.8% | 21,561 | -1.4% | 0.12% | -3.3% |
| Q1 2022 | $1,307,000 | -5.0% | 21,873 | +1.1% | 0.12% | -1.6% |
| Q4 2021 | $1,376,000 | -5.6% | 21,638 | -6.0% | 0.12% | -13.2% |
| Q3 2021 | $1,457,000 | +11.1% | 23,027 | +15.3% | 0.14% | +7.5% |
| Q2 2021 | $1,311,000 | +8.3% | 19,966 | +3.5% | 0.13% | +3.1% |
| Q1 2021 | $1,210,000 | +17.6% | 19,300 | +12.9% | 0.13% | +9.2% |
| Q4 2020 | $1,029,000 | +15.4% | 17,097 | 0.0% | 0.12% | 0.0% |
| Q3 2020 | $892,000 | +6.7% | 17,097 | +0.5% | 0.12% | -0.8% |
| Q2 2020 | $836,000 | -11.6% | 17,005 | -24.6% | 0.12% | -24.5% |
| Q1 2020 | $946,000 | -43.3% | 22,555 | -24.7% | 0.16% | -22.4% |
| Q4 2019 | $1,669,000 | +6.2% | 29,969 | -1.5% | 0.20% | -1.4% |
| Q3 2019 | $1,571,000 | -2.1% | 30,412 | +0.0% | 0.21% | -3.3% |
| Q2 2019 | $1,604,000 | +13.1% | 30,400 | +11.3% | 0.22% | +8.0% |
| Q1 2019 | $1,418,000 | +9.7% | 27,323 | -0.2% | 0.20% | -2.5% |
| Q4 2018 | $1,293,000 | +24.4% | 27,381 | +42.3% | 0.20% | +48.9% |
| Q3 2018 | $1,039,000 | -1.0% | 19,247 | -0.8% | 0.14% | +73.4% |
| Q2 2018 | $1,050,000 | -4.5% | 19,412 | -0.1% | 0.08% | -51.2% |
| Q1 2018 | $1,100,000 | -2.0% | 19,439 | -1.6% | 0.16% | +0.6% |
| Q4 2017 | $1,123,000 | +27.9% | 19,765 | +23.2% | 0.16% | +26.8% |
| Q3 2017 | $878,000 | +5.1% | 16,049 | -0.1% | 0.13% | 0.0% |
| Q2 2017 | $835,000 | +3.6% | 16,064 | -1.1% | 0.13% | -1.6% |
| Q1 2017 | $806,000 | +2.0% | 16,239 | -5.7% | 0.13% | -3.7% |
| Q4 2016 | $790,000 | +151.6% | 17,221 | +158.8% | 0.13% | +148.1% |
| Q3 2016 | $314,000 | +9.0% | 6,654 | +2.7% | 0.05% | +1.9% |
| Q2 2016 | $288,000 | -5.3% | 6,479 | -4.2% | 0.05% | -14.5% |
| Q1 2016 | $304,000 | -14.1% | 6,764 | -14.0% | 0.06% | -16.2% |
| Q4 2015 | $354,000 | -7.8% | 7,864 | -9.3% | 0.07% | -16.9% |
| Q3 2015 | $384,000 | -22.0% | 8,669 | -11.3% | 0.09% | -15.2% |
| Q2 2015 | $492,000 | +3.1% | 9,769 | +3.2% | 0.10% | +4.0% |
| Q1 2015 | $477,000 | -48.4% | 9,469 | -50.5% | 0.10% | +2.0% |
| Q4 2014 | $924,000 | +84.4% | 19,138 | +95.0% | 0.10% | -9.2% |
| Q3 2014 | $501,000 | -16.2% | 9,814 | -10.9% | 0.11% | -16.2% |
| Q2 2014 | $598,000 | +2.2% | 11,014 | -1.9% | 0.13% | -8.5% |
| Q1 2014 | $585,000 | +9.3% | 11,224 | +9.8% | 0.14% | +2.9% |
| Q4 2013 | $535,000 | +7.2% | 10,220 | +2.7% | 0.14% | -2.1% |
| Q3 2013 | $499,000 | +1.2% | 9,956 | -7.8% | 0.14% | -3.4% |
| Q2 2013 | $493,000 | – | 10,799 | – | 0.15% | – |
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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% |