VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 297 filers reported holding VANGUARD STAR FDS in Q3 2017. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $339,379,000 | +14.7% | 5,364,823 | +19.0% | 7.60% | +10.3% |
| Q2 2021 | $295,994,000 | +15.8% | 4,506,612 | +10.6% | 6.89% | +4.2% |
| Q1 2021 | $255,568,000 | +31.4% | 4,076,050 | +26.1% | 6.61% | +19.8% |
| Q4 2020 | $194,458,000 | +27.9% | 3,232,345 | +10.9% | 5.52% | +6.0% |
| Q3 2020 | $152,025,000 | +10.5% | 2,914,023 | +4.2% | 5.21% | -6.0% |
| Q2 2020 | $137,554,000 | +37.3% | 2,797,528 | +17.2% | 5.54% | -2.3% |
| Q1 2020 | $100,168,000 | -1.4% | 2,387,237 | +30.9% | 5.67% | +20.1% |
| Q4 2019 | $101,554,000 | +10.8% | 1,823,552 | +2.8% | 4.72% | -0.0% |
| Q3 2019 | $91,623,000 | +1.0% | 1,773,571 | +3.1% | 4.72% | -1.6% |
| Q2 2019 | $90,706,000 | +10.0% | 1,719,556 | +8.2% | 4.80% | +11.8% |
| Q1 2019 | $82,479,000 | +23.2% | 1,589,193 | +12.1% | 4.29% | +8.8% |
| Q4 2018 | $66,941,000 | +13.1% | 1,417,639 | +29.4% | 3.95% | +10.6% |
| Q3 2018 | $59,182,000 | +3.4% | 1,095,954 | +3.6% | 3.57% | -14.1% |
| Q2 2018 | $57,216,000 | +397.3% | 1,057,616 | +419.8% | 4.16% | +420.8% |
| Q1 2018 | $11,506,000 | -3.7% | 203,468 | -3.3% | 0.80% | -2.6% |
| Q4 2017 | $11,953,000 | +38.0% | 210,405 | +33.0% | 0.82% | +19.7% |
| Q3 2017 | $8,661,000 | +0.6% | 158,253 | -4.5% | 0.68% | -9.5% |
| Q2 2017 | $8,607,000 | -33.8% | 165,624 | -36.7% | 0.76% | -32.6% |
| Q1 2017 | $13,005,000 | -60.4% | 261,781 | -63.4% | 1.12% | -62.2% |
| Q4 2016 | $32,809,000 | -58.1% | 715,109 | -56.8% | 2.97% | -58.6% |
| Q3 2016 | $78,233,000 | -7.0% | 1,657,127 | -12.3% | 7.17% | -10.3% |
| Q2 2016 | $84,080,000 | -3.0% | 1,890,297 | -2.0% | 8.00% | -6.5% |
| Q1 2016 | $86,657,000 | +14.8% | 1,929,141 | +15.3% | 8.55% | +24.3% |
| Q4 2015 | $75,498,000 | -24.3% | 1,673,590 | -25.6% | 6.88% | -34.5% |
| Q3 2015 | $99,732,000 | -3.4% | 2,250,262 | +9.7% | 10.50% | +4.0% |
| Q2 2015 | $103,276,000 | +6.8% | 2,051,967 | +6.9% | 10.09% | +6.4% |
| Q1 2015 | $96,686,000 | +26.0% | 1,920,286 | +21.0% | 9.49% | +22.1% |
| Q4 2014 | $76,735,000 | +0.8% | 1,587,402 | +4.1% | 7.77% | +1.0% |
| Q3 2014 | $76,122,000 | +25.2% | 1,525,187 | +36.2% | 7.69% | +11.7% |
| Q2 2014 | $60,777,000 | – | 1,119,494 | – | 6.89% | – |
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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% |