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 | $2,778,155 | +20.5% | 51,909 | +26.2% | 0.00% | – |
| Q2 2023 | $2,306,101 | +15.2% | 41,122 | +13.4% | 0.00% | – |
| Q1 2023 | $2,001,363 | +4.4% | 36,250 | -2.2% | 0.00% | – |
| Q4 2022 | $1,916,987 | +54.6% | 37,065 | +36.9% | 0.00% | – |
| Q3 2022 | $1,240,000 | -3.7% | 27,083 | +8.5% | 0.00% | – |
| Q2 2022 | $1,288,000 | -56.1% | 24,971 | -49.2% | 0.00% | -100.0% |
| Q1 2022 | $2,936,000 | +5.9% | 49,147 | +12.7% | 0.00% | 0.0% |
| Q4 2021 | $2,772,000 | +83.0% | 43,608 | +82.1% | 0.00% | – |
| Q3 2021 | $1,515,000 | +360.5% | 23,941 | +378.3% | 0.00% | – |
| Q2 2021 | $329,000 | -32.3% | 5,005 | -35.5% | 0.00% | – |
| Q1 2021 | $486,000 | -16.9% | 7,754 | -20.2% | 0.00% | – |
| Q4 2020 | $585,000 | +107.4% | 9,714 | +80.0% | 0.00% | – |
| Q3 2020 | $282,000 | +2.5% | 5,398 | -3.7% | 0.00% | – |
| Q2 2020 | $275,000 | -57.2% | 5,604 | -63.3% | 0.00% | – |
| Q1 2020 | $642,000 | -27.5% | 15,286 | -4.0% | 0.00% | – |
| Q4 2019 | $886,000 | +14.5% | 15,919 | +6.1% | 0.00% | – |
| Q3 2019 | $774,000 | -21.7% | 15,000 | -20.0% | 0.00% | – |
| Q2 2019 | $989,000 | +22.9% | 18,755 | +21.0% | 0.00% | – |
| Q1 2019 | $805,000 | +10.0% | 15,503 | 0.0% | 0.00% | – |
| Q4 2018 | $732,000 | -15.9% | 15,503 | -3.8% | 0.00% | – |
| Q3 2018 | $870,000 | +3.1% | 16,109 | +3.2% | 0.00% | – |
| Q2 2018 | $844,000 | +7.9% | 15,606 | +12.9% | 0.00% | – |
| Q1 2018 | $782,000 | -9.0% | 13,817 | -8.6% | 0.00% | – |
| Q4 2017 | $859,000 | -5.5% | 15,110 | -9.0% | 0.00% | – |
| Q3 2017 | $909,000 | +341.3% | 16,602 | +319.6% | 0.00% | – |
| Q2 2017 | $206,000 | -37.8% | 3,957 | -40.5% | 0.00% | – |
| Q1 2017 | $331,000 | -10.3% | 6,655 | -18.7% | 0.00% | – |
| Q4 2015 | $369,000 | -42.2% | 8,190 | -43.2% | 0.00% | – |
| Q3 2015 | $638,000 | +6.7% | 14,410 | +21.3% | 0.00% | – |
| Q2 2015 | $598,000 | – | 11,875 | – | 0.00% | – |
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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% |