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 | $32,218,227 | -36.3% | 601,985 | -33.3% | 0.84% | -35.1% |
| Q2 2023 | $50,613,234 | -5.5% | 902,518 | -7.0% | 1.29% | -11.6% |
| Q1 2023 | $53,562,246 | -8.9% | 970,155 | -14.6% | 1.46% | -14.9% |
| Q4 2022 | $58,774,849 | -7.6% | 1,136,405 | -18.2% | 1.72% | -21.1% |
| Q3 2022 | $63,594,000 | -29.1% | 1,389,419 | -20.0% | 2.18% | -28.7% |
| Q2 2022 | $89,681,000 | -38.3% | 1,737,671 | -28.6% | 3.05% | -30.2% |
| Q1 2022 | $145,359,000 | -50.9% | 2,433,186 | -47.7% | 4.38% | -51.9% |
| Q4 2021 | $295,750,000 | -2.5% | 4,652,351 | -2.9% | 9.09% | -13.2% |
| Q3 2021 | $303,181,000 | -20.4% | 4,792,611 | -17.4% | 10.47% | -31.1% |
| Q2 2021 | $380,955,000 | +12.0% | 5,800,174 | +6.9% | 15.19% | +1.0% |
| Q1 2021 | $340,073,000 | +80.7% | 5,423,816 | +73.4% | 15.04% | +69.5% |
| Q4 2020 | $188,210,000 | +21.2% | 3,128,490 | +5.1% | 8.87% | +6.7% |
| Q3 2020 | $155,270,000 | +11.8% | 2,976,237 | +5.4% | 8.31% | -0.9% |
| Q2 2020 | $138,827,000 | +132.6% | 2,823,410 | +98.5% | 8.39% | +62.7% |
| Q1 2020 | $59,675,000 | -24.3% | 1,422,184 | +0.5% | 5.16% | -11.4% |
| Q4 2019 | $78,825,000 | +14.0% | 1,415,420 | +5.7% | 5.82% | +2.5% |
| Q3 2019 | $69,154,000 | +4.4% | 1,338,642 | +6.6% | 5.68% | -0.8% |
| Q2 2019 | $66,217,000 | +8.6% | 1,255,304 | +6.8% | 5.73% | +10.3% |
| Q1 2019 | $60,983,000 | -13.7% | 1,175,011 | -21.5% | 5.19% | -21.2% |
| Q4 2018 | $70,692,000 | +59.0% | 1,497,071 | +81.8% | 6.59% | +45.8% |
| Q3 2018 | $44,464,000 | +10.4% | 823,401 | +10.6% | 4.52% | +0.5% |
| Q2 2018 | $40,292,000 | +232.4% | 744,765 | +247.4% | 4.50% | +216.1% |
| Q1 2018 | $12,123,000 | +1.4% | 214,374 | +1.9% | 1.42% | -1.2% |
| Q4 2017 | $11,951,000 | +5.4% | 210,376 | +1.5% | 1.44% | -4.3% |
| Q3 2017 | $11,338,000 | +8.4% | 207,168 | +2.9% | 1.50% | -1.0% |
| Q2 2017 | $10,459,000 | +9.5% | 201,253 | +4.7% | 1.52% | +7.4% |
| Q1 2017 | $9,553,000 | +2.7% | 192,295 | -5.1% | 1.42% | -9.5% |
| Q4 2016 | $9,301,000 | +56.3% | 202,731 | +60.8% | 1.56% | +79.9% |
| Q3 2016 | $5,951,000 | +9986.4% | 126,045 | +9420.0% | 0.87% | +9555.6% |
| Q2 2016 | $59,000 | – | 1,324 | – | 0.01% | – |
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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% |