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 | $1,409,985 | +5.6% | 26,345 | +10.6% | 0.14% | +9.2% |
| Q2 2023 | $1,335,490 | +1.0% | 23,814 | -0.5% | 0.13% | -5.8% |
| Q1 2023 | $1,321,894 | +10.4% | 23,943 | +3.4% | 0.14% | +0.7% |
| Q4 2022 | $1,197,059 | +55.3% | 23,145 | +37.5% | 0.14% | +41.2% |
| Q3 2022 | $771,000 | -4.3% | 16,836 | +7.8% | 0.10% | 0.0% |
| Q2 2022 | $806,000 | -14.5% | 15,623 | -1.0% | 0.10% | 0.0% |
| Q1 2022 | $943,000 | -0.4% | 15,781 | +5.9% | 0.10% | +3.2% |
| Q4 2021 | $947,000 | +17.6% | 14,897 | +17.1% | 0.09% | +5.6% |
| Q3 2021 | $805,000 | +0.2% | 12,725 | +4.0% | 0.09% | -1.1% |
| Q2 2021 | $803,000 | +4.7% | 12,230 | 0.0% | 0.09% | -7.2% |
| Q1 2021 | $767,000 | +7.1% | 12,230 | +2.8% | 0.10% | -1.0% |
| Q4 2020 | $716,000 | +22.4% | 11,894 | +6.1% | 0.10% | +6.5% |
| Q3 2020 | $585,000 | +13.4% | 11,211 | +6.8% | 0.09% | +4.5% |
| Q2 2020 | $516,000 | +58.3% | 10,497 | +35.2% | 0.09% | +27.5% |
| Q1 2020 | $326,000 | -40.1% | 7,763 | -20.5% | 0.07% | -33.0% |
| Q4 2019 | $544,000 | +7.5% | 9,768 | -0.2% | 0.10% | -5.5% |
| Q3 2019 | $506,000 | -6.8% | 9,786 | -4.9% | 0.11% | -10.7% |
| Q2 2019 | $543,000 | +0.7% | 10,291 | -1.0% | 0.12% | -4.7% |
| Q1 2019 | $539,000 | +1.7% | 10,391 | -7.5% | 0.13% | -14.1% |
| Q4 2018 | $530,000 | -12.5% | 11,231 | 0.0% | 0.15% | -0.7% |
| Q3 2018 | $606,000 | -0.3% | 11,231 | 0.0% | 0.15% | -5.7% |
| Q2 2018 | $608,000 | -5.1% | 11,231 | -0.9% | 0.16% | -11.7% |
| Q1 2018 | $641,000 | -0.5% | 11,331 | 0.0% | 0.18% | +8.4% |
| Q4 2017 | $644,000 | -49.8% | 11,331 | -53.0% | 0.17% | -10.3% |
| Q3 2017 | $1,284,000 | +93.4% | 24,112 | +88.7% | 0.18% | -4.6% |
| Q2 2017 | $664,000 | +4.6% | 12,781 | 0.0% | 0.19% | -1.5% |
| Q1 2017 | $635,000 | +8.4% | 12,781 | 0.0% | 0.20% | +4.8% |
| Q4 2016 | $586,000 | -1.8% | 12,781 | +1.1% | 0.19% | -10.9% |
| Q3 2016 | $597,000 | -0.5% | 12,641 | -6.3% | 0.21% | -4.5% |
| Q2 2016 | $600,000 | +0.5% | 13,496 | +1.5% | 0.22% | -0.9% |
| Q1 2016 | $597,000 | +84.3% | 13,291 | +81.6% | 0.22% | +60.4% |
| Q3 2015 | $324,000 | -12.0% | 7,320 | 0.0% | 0.14% | 0.0% |
| Q2 2015 | $368,000 | +7.6% | 7,320 | +7.8% | 0.14% | +3.0% |
| Q1 2015 | $342,000 | +29.1% | 6,790 | +23.8% | 0.14% | +23.9% |
| Q4 2014 | $265,000 | – | 5,485 | – | 0.11% | – |
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% |