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 | $1,258 | -4.6% | 23,514 | 0.0% | 0.54% | +2.3% |
| Q2 2023 | $1,319 | +1.6% | 23,514 | 0.0% | 0.52% | -5.4% |
| Q1 2023 | $1,298 | +12.0% | 23,514 | +4.9% | 0.55% | +6.1% |
| Q4 2022 | $1,159 | -99.9% | 22,414 | 0.0% | 0.52% | +3.2% |
| Q3 2022 | $1,026,000 | -11.3% | 22,414 | 0.0% | 0.51% | -6.5% |
| Q2 2022 | $1,157,000 | -14.2% | 22,414 | -0.8% | 0.54% | +4.4% |
| Q1 2022 | $1,349,000 | -6.4% | 22,585 | -0.4% | 0.52% | +1.6% |
| Q4 2021 | $1,441,000 | +0.4% | 22,675 | 0.0% | 0.51% | -7.9% |
| Q3 2021 | $1,435,000 | -3.7% | 22,675 | 0.0% | 0.55% | -1.4% |
| Q2 2021 | $1,490,000 | +4.9% | 22,675 | 0.0% | 0.56% | +2.9% |
| Q1 2021 | $1,421,000 | +4.2% | 22,675 | 0.0% | 0.55% | -1.1% |
| Q4 2020 | $1,364,000 | +15.3% | 22,675 | 0.0% | 0.55% | +4.3% |
| Q3 2020 | $1,183,000 | -6.3% | 22,675 | 0.0% | 0.53% | -9.3% |
| Q4 2019 | $1,263,000 | +7.8% | 22,675 | 0.0% | 0.58% | -2.5% |
| Q3 2019 | $1,172,000 | -2.0% | 22,675 | 0.0% | 0.60% | -3.7% |
| Q2 2019 | $1,196,000 | +1.6% | 22,675 | 0.0% | 0.62% | +0.2% |
| Q1 2019 | $1,177,000 | +2.6% | 22,675 | 0.0% | 0.62% | -1.9% |
| Q4 2018 | $1,147,000 | -6.4% | 22,675 | 0.0% | 0.63% | -2.2% |
| Q3 2018 | $1,225,000 | +52.0% | 22,675 | +52.2% | 0.65% | +39.5% |
| Q2 2018 | $806,000 | -37.2% | 14,900 | -34.3% | 0.46% | -40.8% |
| Q1 2018 | $1,283,000 | +3.7% | 22,675 | +4.1% | 0.78% | +10.9% |
| Q4 2017 | $1,237,000 | -99.8% | 21,775 | +46.1% | 0.70% | +38.8% |
| Q3 2017 | $815,477,000 | +1.9% | 14,900 | -3.2% | 0.51% | -0.6% |
| Q2 2017 | $800,338,000 | +8.5% | 15,400 | +3.4% | 0.51% | +9.0% |
| Q1 2017 | $737,401,000 | +105243.0% | 14,900 | 0.0% | 0.47% | +4.9% |
| Q4 2016 | $700,000 | +37.0% | 14,900 | +30.7% | 0.45% | +34.2% |
| Q2 2016 | $511,000 | -26.2% | 11,400 | 0.0% | 0.33% | -23.6% |
| Q1 2016 | $692,000 | +47.2% | 11,400 | 0.0% | 0.44% | +28.6% |
| Q4 2015 | $470,000 | – | 11,400 | – | 0.34% | – |
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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% |