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 | $1,820,476 | -3.6% | 34,015 | +1.0% | 0.15% | +0.7% |
| Q2 2023 | $1,888,654 | +4.4% | 33,678 | +2.8% | 0.15% | +2.7% |
| Q1 2023 | $1,809,412 | +5.6% | 32,773 | -1.1% | 0.15% | -2.0% |
| Q4 2022 | $1,714,220 | -10.0% | 33,144 | -20.4% | 0.15% | -18.7% |
| Q3 2022 | $1,905,000 | +6.2% | 41,627 | +19.8% | 0.19% | +14.7% |
| Q2 2022 | $1,794,000 | -13.3% | 34,752 | +0.3% | 0.16% | +1.2% |
| Q1 2022 | $2,070,000 | +5.5% | 34,654 | +12.2% | 0.16% | +17.5% |
| Q4 2021 | $1,963,000 | +48.0% | 30,887 | +47.4% | 0.14% | +26.9% |
| Q3 2021 | $1,326,000 | -0.6% | 20,958 | +3.2% | 0.11% | +1.9% |
| Q2 2021 | $1,334,000 | +20.2% | 20,303 | +14.7% | 0.11% | +1.0% |
| Q1 2021 | $1,110,000 | -23.9% | 17,696 | -27.0% | 0.10% | -30.9% |
| Q4 2020 | $1,458,000 | -6.9% | 24,231 | -19.3% | 0.15% | -17.8% |
| Q3 2020 | $1,566,000 | +16.6% | 30,025 | +9.9% | 0.18% | +5.7% |
| Q2 2020 | $1,343,000 | +17.2% | 27,309 | -0.0% | 0.18% | +2.9% |
| Q1 2020 | $1,146,000 | -24.6% | 27,314 | +0.2% | 0.17% | +7.6% |
| Q4 2019 | $1,519,000 | +15.1% | 27,267 | +6.7% | 0.16% | +7.5% |
| Q3 2019 | $1,320,000 | +2.2% | 25,558 | +4.3% | 0.15% | -1.3% |
| Q2 2019 | $1,292,000 | +0.2% | 24,499 | -1.3% | 0.15% | -0.7% |
| Q1 2019 | $1,289,000 | +13.6% | 24,831 | +3.3% | 0.15% | +1.4% |
| Q4 2018 | $1,135,000 | -7.6% | 24,042 | +5.6% | 0.15% | +7.2% |
| Q3 2018 | $1,229,000 | +0.2% | 22,761 | +0.4% | 0.14% | -2.8% |
| Q2 2018 | $1,226,000 | +0.3% | 22,663 | +4.9% | 0.14% | -2.7% |
| Q1 2018 | $1,222,000 | +70.9% | 21,600 | +71.6% | 0.15% | +67.8% |
| Q4 2017 | $715,000 | +17.2% | 12,587 | +13.0% | 0.09% | +13.0% |
| Q3 2017 | $610,000 | +7.4% | 11,137 | +1.9% | 0.08% | +1.3% |
| Q2 2017 | $568,000 | +15.0% | 10,929 | +10.0% | 0.08% | +11.8% |
| Q1 2017 | $494,000 | +8.6% | 9,938 | +0.2% | 0.07% | 0.0% |
| Q4 2016 | $455,000 | -2.2% | 9,917 | +0.6% | 0.07% | -18.1% |
| Q3 2016 | $465,000 | +21.4% | 9,855 | +14.3% | 0.08% | +18.6% |
| Q2 2016 | $383,000 | -6.8% | 8,620 | -5.7% | 0.07% | -11.4% |
| Q1 2016 | $411,000 | +2.0% | 9,140 | +2.3% | 0.08% | +1.3% |
| Q4 2015 | $403,000 | +2.8% | 8,932 | +1.1% | 0.08% | -3.7% |
| Q3 2015 | $392,000 | -6.2% | 8,839 | +6.4% | 0.08% | +5.2% |
| Q2 2015 | $418,000 | +25.5% | 8,306 | +25.5% | 0.08% | +24.2% |
| Q1 2015 | $333,000 | +13.7% | 6,616 | +9.3% | 0.06% | +10.7% |
| Q4 2014 | $293,000 | -4.2% | 6,052 | +0.7% | 0.06% | -8.2% |
| Q3 2014 | $306,000 | +1.7% | 6,007 | +8.3% | 0.06% | +1.7% |
| Q2 2014 | $301,000 | +7.9% | 5,547 | +3.6% | 0.06% | +3.4% |
| Q1 2014 | $279,000 | +37.4% | 5,353 | +37.8% | 0.06% | +31.8% |
| Q4 2013 | $203,000 | -2.4% | 3,885 | -14.5% | 0.04% | -18.5% |
| Q2 2013 | $208,000 | – | 4,544 | – | 0.05% | – |
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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% |