VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,829,269 | -10.6% | 90,233 | -6.3% | 0.24% | -9.9% |
| Q2 2023 | $5,399,060 | +15.1% | 96,274 | +13.3% | 0.27% | +2.3% |
| Q1 2023 | $4,690,433 | +1.5% | 84,956 | -4.9% | 0.27% | -3.6% |
| Q4 2022 | $4,622,275 | +16.7% | 89,371 | +3.2% | 0.28% | +19.0% |
| Q3 2022 | $3,962,000 | -5.8% | 86,559 | +6.2% | 0.23% | -4.9% |
| Q2 2022 | $4,208,000 | -26.1% | 81,528 | -14.5% | 0.24% | -7.9% |
| Q1 2022 | $5,697,000 | +6.0% | 95,358 | +12.8% | 0.26% | +4.3% |
| Q4 2021 | $5,375,000 | +4.4% | 84,545 | +3.9% | 0.25% | -4.5% |
| Q3 2021 | $5,147,000 | -2.3% | 81,364 | +1.5% | 0.27% | -1.8% |
| Q2 2021 | $5,268,000 | +5.1% | 80,201 | +0.3% | 0.27% | -8.8% |
| Q1 2021 | $5,013,000 | +11.9% | 79,947 | +7.4% | 0.30% | +7.2% |
| Q4 2020 | $4,478,000 | +29.6% | 74,431 | +12.4% | 0.28% | +15.9% |
| Q3 2020 | $3,456,000 | +11.2% | 66,245 | +4.8% | 0.24% | -5.2% |
| Q2 2020 | $3,109,000 | +836.4% | 63,223 | +961.5% | 0.25% | +600.0% |
| Q4 2019 | $332,000 | +18.1% | 5,956 | +9.4% | 0.04% | +9.1% |
| Q3 2019 | $281,000 | +5.6% | 5,443 | +7.8% | 0.03% | +6.5% |
| Q2 2019 | $266,000 | +3.5% | 5,047 | +2.1% | 0.03% | 0.0% |
| Q1 2019 | $257,000 | -26.4% | 4,943 | -23.3% | 0.03% | -31.1% |
| Q2 2018 | $349,000 | +38.5% | 6,442 | +44.3% | 0.04% | +28.6% |
| Q1 2018 | $252,000 | -0.8% | 4,463 | 0.0% | 0.04% | +12.9% |
| Q4 2017 | $254,000 | +6.7% | 4,463 | +2.9% | 0.03% | 0.0% |
| Q3 2017 | $238,000 | +5.3% | 4,339 | 0.0% | 0.03% | -3.1% |
| Q2 2017 | $226,000 | – | 4,339 | – | 0.03% | – |
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% |