VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 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 | $3,771 | -5.3% | 70,466 | -0.8% | 0.40% | -5.0% |
Q2 2023 | $3,984 | +0.2% | 71,037 | -1.4% | 0.42% | -3.5% |
Q1 2023 | $3,978 | +5.9% | 72,045 | -0.9% | 0.43% | +5.1% |
Q4 2022 | $3,758 | -99.9% | 72,665 | -0.4% | 0.41% | +16.0% |
Q3 2022 | $3,339,000 | -15.0% | 72,951 | -4.1% | 0.36% | -31.5% |
Q2 2022 | $3,928,000 | -13.8% | 76,105 | -0.2% | 0.52% | +11.8% |
Q1 2022 | $4,556,000 | -12.3% | 76,272 | -6.6% | 0.46% | +9.7% |
Q4 2021 | $5,194,000 | +2.1% | 81,704 | +1.6% | 0.42% | +0.2% |
Q3 2021 | $5,086,000 | -2.7% | 80,399 | +1.0% | 0.42% | -5.2% |
Q2 2021 | $5,229,000 | +13.4% | 79,620 | +8.3% | 0.45% | +21.2% |
Q1 2021 | $4,611,000 | +9.8% | 73,538 | +5.3% | 0.37% | +0.5% |
Q4 2020 | $4,201,000 | +14.0% | 69,824 | -1.2% | 0.37% | -44.5% |
Q3 2020 | $3,686,000 | +62.5% | 70,656 | +53.2% | 0.66% | +52.1% |
Q2 2020 | $2,268,000 | +105.4% | 46,119 | +75.2% | 0.43% | +83.9% |
Q1 2020 | $1,104,000 | -36.7% | 26,321 | -15.9% | 0.24% | -32.8% |
Q4 2019 | $1,744,000 | +16.2% | 31,312 | +7.8% | 0.35% | +19.8% |
Q3 2019 | $1,501,000 | +41.7% | 29,052 | +44.8% | 0.29% | +61.0% |
Q2 2019 | $1,059,000 | +2.7% | 20,070 | +1.0% | 0.18% | 0.0% |
Q1 2019 | $1,031,000 | +7.8% | 19,870 | -1.9% | 0.18% | -4.7% |
Q4 2018 | $956,000 | -15.5% | 20,249 | -3.4% | 0.19% | -3.0% |
Q3 2018 | $1,132,000 | +4.2% | 20,959 | +4.4% | 0.20% | +2.6% |
Q2 2018 | $1,086,000 | -5.1% | 20,080 | -0.8% | 0.19% | +6.7% |
Q1 2018 | $1,144,000 | +2.8% | 20,237 | +3.3% | 0.18% | -3.2% |
Q4 2017 | $1,113,000 | +3.2% | 19,589 | -0.5% | 0.19% | +0.5% |
Q3 2017 | $1,078,000 | +13.8% | 19,694 | +8.1% | 0.18% | +17.1% |
Q2 2017 | $947,000 | +7.0% | 18,217 | +2.2% | 0.16% | +33.9% |
Q1 2017 | $885,000 | +12.6% | 17,817 | +4.0% | 0.12% | +19.2% |
Q4 2016 | $786,000 | +6.1% | 17,132 | +9.1% | 0.10% | -24.4% |
Q3 2016 | $741,000 | -20.3% | 15,697 | -44.1% | 0.13% | +23.6% |
Q2 2016 | $930,000 | +46.5% | 28,074 | +98.7% | 0.11% | -35.4% |
Q1 2016 | $635,000 | +1.1% | 14,129 | +1.4% | 0.16% | +6.5% |
Q4 2015 | $628,000 | +3.6% | 13,929 | +1.9% | 0.15% | +4.8% |
Q3 2015 | $606,000 | -10.0% | 13,668 | +2.2% | 0.15% | +70.9% |
Q2 2015 | $673,000 | +2.7% | 13,378 | +2.9% | 0.09% | +16.2% |
Q1 2015 | $655,000 | +117.6% | 12,999 | +109.0% | 0.07% | +270.0% |
Q4 2014 | $301,000 | – | 6,219 | – | 0.02% | – |
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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% |