VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 143 filers reported holding VANGUARD STAR FDS in Q1 2015. The put-call ratio across all filers is 1.81 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,874,000 | -17.5% | 62,797 | -7.0% | 0.24% | -11.1% |
| Q2 2022 | $3,484,000 | -9.2% | 67,500 | +5.1% | 0.27% | +9.3% |
| Q1 2022 | $3,835,000 | -9.0% | 64,200 | -3.1% | 0.25% | -8.5% |
| Q4 2021 | $4,214,000 | -1.1% | 66,282 | -1.6% | 0.27% | -10.9% |
| Q3 2021 | $4,262,000 | -2.6% | 67,367 | +1.1% | 0.30% | -2.6% |
| Q2 2021 | $4,376,000 | +7.7% | 66,620 | +2.8% | 0.31% | -3.4% |
| Q1 2021 | $4,064,000 | +5.8% | 64,812 | +1.5% | 0.32% | +3.5% |
| Q4 2020 | $3,840,000 | +14.4% | 63,829 | -0.8% | 0.31% | +2.3% |
| Q3 2020 | $3,356,000 | +11.3% | 64,319 | +4.9% | 0.30% | +2.3% |
| Q2 2020 | $3,015,000 | +15.1% | 61,316 | -1.8% | 0.30% | -6.3% |
| Q1 2020 | $2,619,000 | -41.5% | 62,411 | -22.4% | 0.32% | -28.7% |
| Q4 2019 | $4,480,000 | +3.5% | 80,453 | -4.0% | 0.45% | -4.9% |
| Q3 2019 | $4,330,000 | -18.9% | 83,821 | -17.2% | 0.47% | -17.7% |
| Q2 2019 | $5,341,000 | +23.5% | 101,258 | +21.5% | 0.57% | +20.0% |
| Q1 2019 | $4,325,000 | +12.8% | 83,338 | +2.6% | 0.48% | -5.0% |
| Q4 2018 | $3,834,000 | -30.7% | 81,199 | -20.7% | 0.50% | -19.4% |
| Q3 2018 | $5,529,000 | +25.9% | 102,394 | +26.1% | 0.62% | +13.1% |
| Q2 2018 | $4,393,000 | -7.3% | 81,209 | -3.1% | 0.55% | -11.2% |
| Q1 2018 | $4,740,000 | +26.2% | 83,820 | +26.8% | 0.62% | +27.7% |
| Q4 2017 | $3,756,000 | +13.7% | 66,120 | +9.5% | 0.48% | +9.0% |
| Q3 2017 | $3,304,000 | +8.6% | 60,370 | +3.2% | 0.44% | +6.5% |
| Q2 2017 | $3,041,000 | +7.7% | 58,520 | +3.0% | 0.42% | +6.4% |
| Q1 2017 | $2,823,000 | +50.5% | 56,820 | +38.9% | 0.39% | +112.5% |
| Q4 2016 | $1,876,000 | -11.9% | 40,900 | -9.3% | 0.18% | +5.1% |
| Q3 2016 | $2,129,000 | +22.6% | 45,100 | +15.5% | 0.18% | +25.0% |
| Q2 2016 | $1,736,000 | -16.0% | 39,035 | -15.1% | 0.14% | -6.0% |
| Q1 2016 | $2,066,000 | -9.8% | 46,000 | -9.4% | 0.15% | -5.1% |
| Q4 2015 | $2,290,000 | +77.2% | 50,775 | +74.2% | 0.16% | +89.2% |
| Q3 2015 | $1,292,000 | -5.8% | 29,150 | +7.0% | 0.08% | +10.7% |
| Q2 2015 | $1,371,000 | +10.3% | 27,250 | +10.4% | 0.08% | +13.6% |
| Q1 2015 | $1,243,000 | +5.2% | 24,680 | +0.9% | 0.07% | +15.8% |
| Q4 2014 | $1,182,000 | +303.4% | 24,450 | +325.2% | 0.06% | +307.1% |
| Q3 2014 | $293,000 | -6.1% | 5,750 | 0.0% | 0.01% | -6.7% |
| Q2 2014 | $312,000 | +4.0% | 5,750 | 0.0% | 0.02% | +7.1% |
| Q1 2014 | $300,000 | – | 5,750 | – | 0.01% | – |
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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% |