VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 96 filers reported holding VANGUARD STAR FDS in Q1 2014. The put-call ratio across all filers is 3.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,770,744 | -4.5% | 649,678 | +0.1% | 3.30% | -2.4% |
| Q2 2023 | $36,412,287 | +4.0% | 649,292 | +2.4% | 3.38% | -0.0% |
| Q1 2023 | $35,020,659 | +4.1% | 634,317 | -2.5% | 3.38% | -1.3% |
| Q4 2022 | $33,653,135 | +12.4% | 650,679 | -0.6% | 3.42% | +3.7% |
| Q3 2022 | $29,947,000 | -10.4% | 654,289 | +1.0% | 3.30% | -8.9% |
| Q2 2022 | $33,440,000 | -8.7% | 647,943 | +5.7% | 3.62% | +4.6% |
| Q1 2022 | $36,609,000 | -0.7% | 612,813 | +5.6% | 3.46% | -4.1% |
| Q4 2021 | $36,885,000 | +0.6% | 580,226 | +0.1% | 3.61% | -4.8% |
| Q3 2021 | $36,653,000 | -2.4% | 579,409 | +1.4% | 3.79% | -2.0% |
| Q2 2021 | $37,548,000 | +7.8% | 571,675 | +2.9% | 3.87% | -9.6% |
| Q1 2021 | $34,819,000 | +9.5% | 555,326 | +5.1% | 4.28% | -1.4% |
| Q4 2020 | $31,800,000 | +17.6% | 528,598 | +2.0% | 4.34% | +2.7% |
| Q3 2020 | $27,034,000 | +8.0% | 518,188 | +1.8% | 4.23% | +3.2% |
| Q2 2020 | $25,030,000 | +48.2% | 509,044 | +21.7% | 4.10% | +22.3% |
| Q1 2020 | $16,885,000 | +113.9% | 418,350 | +195.2% | 3.35% | +158.8% |
| Q4 2019 | $7,893,000 | +9.7% | 141,733 | +1.7% | 1.29% | +2.2% |
| Q3 2019 | $7,197,000 | -4.9% | 139,321 | -2.3% | 1.27% | -8.6% |
| Q2 2019 | $7,565,000 | -4.1% | 142,580 | -5.0% | 1.38% | -7.9% |
| Q1 2019 | $7,888,000 | +0.8% | 150,044 | -9.5% | 1.50% | -10.0% |
| Q4 2018 | $7,826,000 | -16.7% | 165,730 | -4.6% | 1.67% | -13.5% |
| Q3 2018 | $9,398,000 | -0.4% | 173,754 | -1.5% | 1.93% | -3.0% |
| Q2 2018 | $9,438,000 | -5.6% | 176,320 | -1.1% | 1.99% | -8.0% |
| Q1 2018 | $9,994,000 | -4.7% | 178,275 | -0.3% | 2.17% | -2.0% |
| Q4 2017 | $10,484,000 | +3.5% | 178,757 | -3.4% | 2.21% | -0.3% |
| Q3 2017 | $10,125,000 | +0.2% | 185,001 | -2.1% | 2.22% | -3.9% |
| Q2 2017 | $10,101,000 | +9.1% | 188,880 | +0.5% | 2.31% | +2.9% |
| Q1 2017 | $9,256,000 | +5.2% | 187,867 | +1.0% | 2.24% | +1.8% |
| Q4 2016 | $8,802,000 | +8.4% | 186,040 | +5.8% | 2.20% | +2.1% |
| Q3 2016 | $8,119,000 | +1.1% | 175,923 | -0.6% | 2.16% | +0.3% |
| Q2 2016 | $8,033,000 | -5.4% | 176,938 | -7.3% | 2.15% | -8.7% |
| Q1 2016 | $8,492,000 | +6.4% | 190,955 | -0.2% | 2.36% | -2.4% |
| Q4 2015 | $7,978,000 | -9.2% | 191,271 | +0.6% | 2.41% | -5.8% |
| Q3 2015 | $8,788,000 | -9.4% | 190,101 | -0.4% | 2.56% | -4.4% |
| Q2 2015 | $9,705,000 | -2.0% | 190,809 | +0.9% | 2.68% | -1.0% |
| Q1 2015 | $9,901,000 | +9.3% | 189,170 | -1.2% | 2.71% | +4.4% |
| Q4 2014 | $9,061,000 | -1.8% | 191,408 | +0.5% | 2.60% | -6.9% |
| Q3 2014 | $9,229,000 | -8.0% | 190,524 | +2.3% | 2.79% | -6.9% |
| Q2 2014 | $10,034,000 | +3.4% | 186,259 | +0.9% | 3.00% | -1.8% |
| Q1 2014 | $9,707,000 | +8.3% | 184,687 | +6.0% | 3.05% | +2.6% |
| Q4 2013 | $8,963,000 | +5.9% | 174,239 | +3.9% | 2.97% | -0.7% |
| Q3 2013 | $8,461,000 | +13.0% | 167,673 | +7.5% | 3.00% | +10.0% |
| Q2 2013 | $7,486,000 | – | 155,961 | – | 2.72% | – |
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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% |