VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $823 | -99.9% | 15,387 | +5.1% | 0.10% | -1.9% |
| Q2 2023 | $821,292 | +26.0% | 14,645 | +24.1% | 0.11% | +8.2% |
| Q1 2023 | $651,666 | +13.7% | 11,803 | +6.6% | 0.10% | +6.5% |
| Q4 2022 | $572,895 | +16.7% | 11,076 | +3.2% | 0.09% | +119.0% |
| Q3 2022 | $491,000 | -11.2% | 10,730 | +0.0% | 0.04% | -51.7% |
| Q2 2022 | $553,000 | -14.8% | 10,729 | -1.4% | 0.09% | -13.9% |
| Q1 2022 | $649,000 | -15.4% | 10,878 | -9.9% | 0.10% | +248.3% |
| Q4 2021 | $767,000 | +1.9% | 12,074 | +1.4% | 0.03% | -74.8% |
| Q3 2021 | $753,000 | -2.3% | 11,906 | +1.5% | 0.12% | -1.7% |
| Q2 2021 | $771,000 | +8.4% | 11,732 | +3.4% | 0.12% | +3.5% |
| Q1 2021 | $711,000 | +1.9% | 11,345 | -2.2% | 0.11% | -2.6% |
| Q4 2020 | $698,000 | +15.0% | 11,602 | -0.2% | 0.12% | +0.9% |
| Q3 2020 | $607,000 | +0.2% | 11,628 | -5.6% | 0.12% | -4.2% |
| Q2 2020 | $606,000 | +15.2% | 12,321 | -1.7% | 0.12% | -11.1% |
| Q1 2020 | $526,000 | -19.3% | 12,536 | +7.1% | 0.14% | +5.5% |
| Q4 2019 | $652,000 | +21.4% | 11,702 | +12.6% | 0.13% | +11.3% |
| Q3 2019 | $537,000 | -2.0% | 10,393 | 0.0% | 0.12% | -12.9% |
| Q2 2019 | $548,000 | +4.4% | 10,393 | +2.7% | 0.13% | -10.2% |
| Q1 2019 | $525,000 | -8.1% | 10,116 | -16.3% | 0.15% | -31.0% |
| Q4 2018 | $571,000 | -11.6% | 12,090 | +1.1% | 0.21% | +5.4% |
| Q3 2018 | $646,000 | -8.2% | 11,958 | -8.2% | 0.20% | -18.5% |
| Q2 2018 | $704,000 | -11.0% | 13,022 | -6.9% | 0.25% | +4.6% |
| Q1 2018 | $791,000 | +3.8% | 13,985 | +4.2% | 0.24% | +3.5% |
| Q4 2017 | $762,000 | -3.3% | 13,420 | -6.9% | 0.23% | +19.3% |
| Q3 2017 | $788,000 | +15.4% | 14,407 | +9.6% | 0.19% | +8.5% |
| Q2 2017 | $683,000 | +16.4% | 13,147 | +11.3% | 0.18% | +7.9% |
| Q1 2017 | $587,000 | +28.4% | 11,816 | +18.5% | 0.16% | +18.0% |
| Q4 2016 | $457,000 | +116.6% | 9,970 | +123.0% | 0.14% | +127.9% |
| Q3 2016 | $211,000 | -31.3% | 4,471 | -25.8% | 0.06% | -54.8% |
| Q3 2014 | $307,000 | -5.8% | 6,022 | +0.3% | 0.14% | -8.2% |
| Q2 2014 | $326,000 | +4.2% | 6,005 | +0.0% | 0.15% | -4.5% |
| Q1 2014 | $313,000 | – | 6,003 | – | 0.15% | – |
Download | ||||||
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% |