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 | $6,198,044 | -10.7% | 115,808 | -6.5% | 0.00% | 0.0% |
| Q2 2023 | $6,943,040 | +5.6% | 123,806 | +3.9% | 0.00% | 0.0% |
| Q1 2023 | $6,577,499 | -75.2% | 119,136 | -76.8% | 0.00% | -66.7% |
| Q4 2022 | $26,505,517 | +793.6% | 512,481 | +690.9% | 0.01% | – |
| Q3 2022 | $2,966,000 | -56.1% | 64,800 | -50.5% | 0.00% | -100.0% |
| Q2 2022 | $6,753,000 | +29.5% | 130,845 | +49.9% | 0.00% | 0.0% |
| Q1 2022 | $5,215,000 | -9.0% | 87,305 | -3.1% | 0.00% | 0.0% |
| Q4 2021 | $5,728,000 | -74.9% | 90,100 | -75.0% | 0.00% | -75.0% |
| Q3 2021 | $22,789,000 | +948.3% | 360,246 | +988.4% | 0.00% | – |
| Q2 2021 | $2,174,000 | -32.6% | 33,100 | -35.6% | 0.00% | – |
| Q1 2021 | $3,224,000 | +415.0% | 51,414 | +394.4% | 0.00% | – |
| Q4 2020 | $626,000 | -99.2% | 10,400 | -99.3% | 0.00% | -100.0% |
| Q2 2020 | $77,152,000 | +452.1% | 1,569,091 | +525.3% | 0.03% | +366.7% |
| Q4 2019 | $13,975,000 | -72.5% | 250,935 | -74.4% | 0.01% | -76.0% |
| Q1 2019 | $50,793,000 | +252.3% | 978,677 | +220.6% | 0.02% | +212.5% |
| Q4 2018 | $14,416,000 | +19.1% | 305,299 | +36.3% | 0.01% | +60.0% |
| Q3 2018 | $12,100,000 | -40.2% | 224,069 | -37.4% | 0.01% | -54.5% |
| Q1 2018 | $20,232,000 | +100.7% | 357,780 | +101.6% | 0.01% | +83.3% |
| Q4 2017 | $10,082,000 | +1006.7% | 177,469 | +966.1% | 0.01% | +500.0% |
| Q3 2017 | $911,000 | -27.5% | 16,647 | -31.2% | 0.00% | 0.0% |
| Q2 2017 | $1,257,000 | -84.9% | 24,188 | -85.6% | 0.00% | -87.5% |
| Q1 2017 | $8,330,000 | +2552.9% | 167,680 | +2299.9% | 0.01% | – |
| Q1 2016 | $314,000 | -19.1% | 6,987 | -13.0% | 0.00% | – |
| Q4 2014 | $388,000 | – | 8,033 | – | 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% |