VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $620,891,926 | -23.5% | 11,601,120 | -19.8% | 0.28% | -21.1% |
| Q2 2023 | $811,520,879 | +3.4% | 14,470,772 | +1.8% | 0.36% | -4.5% |
| Q1 2023 | $784,719,183 | +7.4% | 14,213,352 | +0.7% | 0.38% | -0.3% |
| Q4 2022 | $730,337,549 | +10.1% | 14,120,989 | -2.6% | 0.38% | -0.3% |
| Q3 2022 | $663,307,000 | -10.3% | 14,492,182 | +1.1% | 0.38% | -8.5% |
| Q2 2022 | $739,789,000 | -14.1% | 14,334,225 | -0.6% | 0.41% | -4.4% |
| Q1 2022 | $861,150,000 | +1.5% | 14,414,962 | +8.0% | 0.43% | +3.1% |
| Q4 2021 | $848,498,000 | +7.4% | 13,347,279 | +6.8% | 0.42% | -3.2% |
| Q3 2021 | $790,360,000 | +0.3% | 12,493,764 | +4.2% | 0.43% | -2.9% |
| Q2 2021 | $787,909,000 | +12.5% | 11,995,520 | +7.4% | 0.45% | -1.8% |
| Q1 2021 | $700,258,000 | +4.5% | 11,168,389 | +0.3% | 0.46% | -10.1% |
| Q4 2020 | $670,164,000 | +17.8% | 11,139,639 | +2.1% | 0.51% | +0.4% |
| Q3 2020 | $569,119,000 | +7.0% | 10,908,935 | +0.9% | 0.50% | -3.1% |
| Q2 2020 | $531,843,000 | +21.6% | 10,816,403 | +3.8% | 0.52% | +0.4% |
| Q1 2020 | $437,426,000 | -19.7% | 10,424,817 | +6.6% | 0.52% | -9.9% |
| Q4 2019 | $544,584,000 | +14.1% | 9,778,856 | +5.9% | 0.58% | +10.2% |
| Q3 2019 | $477,143,000 | +9.2% | 9,236,219 | +11.5% | 0.52% | -5.1% |
| Q2 2019 | $436,851,000 | +9.2% | 8,281,529 | +7.4% | 0.55% | +0.2% |
| Q1 2019 | $400,153,000 | +20.3% | 7,710,076 | +9.4% | 0.55% | +6.6% |
| Q4 2018 | $332,704,000 | +45.8% | 7,045,829 | +66.7% | 0.52% | +30.4% |
| Q3 2018 | $228,228,000 | +7.8% | 4,226,450 | +8.0% | 0.40% | -18.4% |
| Q2 2018 | $211,764,000 | +1.8% | 3,914,309 | +6.6% | 0.48% | -17.7% |
| Q1 2018 | $207,950,000 | +2.8% | 3,670,783 | +3.1% | 0.59% | +30.7% |
| Q4 2017 | $202,215,000 | +17.2% | 3,559,520 | +12.9% | 0.45% | +9.0% |
| Q3 2017 | $172,561,000 | +18.7% | 3,152,967 | +12.7% | 0.41% | +2.7% |
| Q2 2017 | $145,403,000 | +20.2% | 2,797,852 | +14.9% | 0.40% | +3.9% |
| Q1 2017 | $121,010,000 | +37.6% | 2,435,804 | +27.0% | 0.39% | +21.3% |
| Q4 2016 | $87,965,000 | +17.7% | 1,917,303 | +21.1% | 0.32% | +10.4% |
| Q3 2016 | $74,714,000 | +29.2% | 1,582,588 | +21.7% | 0.29% | +25.1% |
| Q2 2016 | $57,845,000 | +16.8% | 1,300,462 | +18.0% | 0.23% | +8.5% |
| Q1 2016 | $49,526,000 | +34.8% | 1,102,537 | +35.3% | 0.21% | +27.5% |
| Q4 2015 | $36,753,000 | +34.3% | 814,742 | +32.0% | 0.17% | +22.8% |
| Q3 2015 | $27,364,000 | +65.7% | 617,425 | +88.1% | 0.14% | +72.2% |
| Q2 2015 | $16,517,000 | +67.6% | 328,170 | +67.6% | 0.08% | +54.9% |
| Q1 2015 | $9,857,000 | +149.2% | 195,771 | +139.2% | 0.05% | +27.5% |
| Q4 2014 | $3,955,000 | +44.9% | 81,827 | +52.9% | 0.04% | +48.1% |
| Q3 2014 | $2,730,000 | +110.6% | 53,534 | +124.2% | 0.03% | +107.7% |
| Q2 2014 | $1,296,000 | +69.9% | 23,874 | +63.3% | 0.01% | +62.5% |
| Q1 2014 | $763,000 | +88.9% | 14,618 | +89.7% | 0.01% | +60.0% |
| Q4 2013 | $404,000 | +87.0% | 7,706 | +78.8% | 0.01% | +66.7% |
| Q3 2013 | $216,000 | +176.9% | 4,311 | +152.8% | 0.00% | +200.0% |
| Q2 2013 | $78,000 | – | 1,705 | – | 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% |