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 | $135,605,429 | +12.9% | 2,533,734 | +18.3% | 0.10% | +10.5% |
| Q2 2023 | $120,096,182 | +3.2% | 2,141,515 | +1.6% | 0.09% | -5.5% |
| Q1 2023 | $116,392,307 | +15.0% | 2,108,174 | +7.7% | 0.09% | +4.6% |
| Q4 2022 | $101,213,993 | +9.0% | 1,956,961 | -3.5% | 0.09% | -3.3% |
| Q3 2022 | $92,858,000 | -16.8% | 2,028,801 | -6.2% | 0.09% | -15.1% |
| Q2 2022 | $111,654,000 | -13.4% | 2,163,418 | +0.2% | 0.11% | -4.5% |
| Q1 2022 | $128,996,000 | -8.7% | 2,159,297 | -2.9% | 0.11% | -6.7% |
| Q4 2021 | $141,322,000 | +3.9% | 2,223,099 | +3.4% | 0.12% | -7.0% |
| Q3 2021 | $135,989,000 | +13.7% | 2,149,687 | +18.1% | 0.13% | +5.8% |
| Q2 2021 | $119,577,000 | +9.8% | 1,820,594 | +4.8% | 0.12% | -3.2% |
| Q1 2021 | $108,881,000 | +44.3% | 1,736,534 | +38.5% | 0.12% | +27.6% |
| Q4 2020 | $75,453,000 | +33.9% | 1,254,210 | +16.1% | 0.10% | +11.4% |
| Q3 2020 | $56,366,000 | +10.6% | 1,080,432 | +4.3% | 0.09% | -1.1% |
| Q2 2020 | $50,947,000 | -0.4% | 1,036,139 | -15.0% | 0.09% | -19.1% |
| Q1 2020 | $51,129,000 | -30.1% | 1,218,513 | -7.2% | 0.11% | -17.3% |
| Q4 2019 | $73,112,000 | +8.4% | 1,312,836 | +0.6% | 0.13% | -2.9% |
| Q3 2019 | $67,417,000 | -14.3% | 1,305,007 | -12.5% | 0.14% | -18.5% |
| Q2 2019 | $78,663,000 | +44.2% | 1,491,240 | +41.8% | 0.17% | +35.5% |
| Q1 2019 | $54,564,000 | -3.4% | 1,051,324 | -12.1% | 0.12% | -17.3% |
| Q4 2018 | $56,483,000 | -16.5% | 1,196,172 | -4.6% | 0.15% | -7.4% |
| Q3 2018 | $67,679,000 | +7.3% | 1,253,312 | +7.5% | 0.16% | -2.4% |
| Q2 2018 | $63,095,000 | +3.9% | 1,166,260 | +8.6% | 0.17% | -0.6% |
| Q1 2018 | $60,720,000 | +16.9% | 1,073,746 | +17.4% | 0.17% | +5.7% |
| Q4 2017 | $51,949,000 | +25.1% | 914,441 | +20.5% | 0.16% | +7.5% |
| Q3 2017 | $41,523,000 | +25.0% | 758,680 | +18.7% | 0.15% | +16.7% |
| Q2 2017 | $33,214,000 | +41.7% | 639,103 | +35.4% | 0.13% | -21.2% |
| Q1 2017 | $23,439,000 | +61.2% | 471,892 | +50.0% | 0.16% | +44.1% |
| Q4 2016 | $14,537,000 | +17.6% | 314,591 | +19.7% | 0.11% | -5.1% |
| Q3 2016 | $12,360,000 | +24.8% | 262,925 | +16.1% | 0.12% | +39.3% |
| Q2 2016 | $9,902,000 | -60.1% | 226,383 | -60.3% | 0.08% | +21.7% |
| Q1 2016 | $24,834,000 | +10.7% | 570,761 | +12.6% | 0.07% | +11.3% |
| Q4 2015 | $22,424,000 | +121.3% | 506,758 | +131.3% | 0.06% | +10.7% |
| Q3 2015 | $10,131,000 | -13.9% | 219,095 | -7.6% | 0.06% | -6.7% |
| Q2 2015 | $11,773,000 | +43.2% | 237,210 | +46.4% | 0.06% | +42.9% |
| Q1 2015 | $8,222,000 | +39.5% | 162,017 | +32.9% | 0.04% | +31.2% |
| Q4 2014 | $5,894,000 | -21.5% | 121,919 | -18.2% | 0.03% | -28.9% |
| Q3 2014 | $7,507,000 | +8.8% | 149,004 | +17.3% | 0.04% | +12.5% |
| Q2 2014 | $6,898,000 | +30.1% | 127,052 | +25.0% | 0.04% | +21.2% |
| Q1 2014 | $5,304,000 | +5.2% | 101,604 | +5.6% | 0.03% | +6.5% |
| Q4 2013 | $5,042,000 | +25.0% | 96,256 | +22.2% | 0.03% | +14.8% |
| Q3 2013 | $4,034,000 | +26.1% | 78,766 | +12.4% | 0.03% | +17.4% |
| Q2 2013 | $3,200,000 | – | 70,063 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mosaic Advisors LLC | 405,028 | $21,677,090 | 19.84% |
| OIKOS HOLDINGS LLC | 915,504 | $48,997,774 | 17.67% |
| OKABENA INVESTMENT SERVICES INC | 397,389 | $21,268,259 | 16.54% |
| 25 LLC | 473,652 | $25,349,851 | 15.46% |
| SAM Advisors, LLC | 656,317 | $35,126,073 | 15.24% |
| Sageworth Trust Co | 3,461,757 | $185,273,234 | 13.60% |
| Sunflower Bank, N.A. | 1,016,280 | $54,391,306 | 13.12% |
| UNIVEST FINANCIAL Corp | 723,466 | $38,719,874 | 12.92% |
| Global Endowment Management, LP | 2,151,446 | $115,145,390 | 12.32% |
| Cairn Investment Group, Inc. | 278,361 | $14,898 | 9.88% |