VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $115,145,390 | -3.8% | 2,151,446 | +0.8% | 12.32% | -13.3% |
| Q2 2023 | $119,684,366 | -4.0% | 2,134,172 | -5.5% | 14.21% | +7.0% |
| Q1 2023 | $124,715,084 | +6.7% | 2,258,922 | 0.0% | 13.28% | +2.6% |
| Q4 2022 | $116,831,446 | +89.4% | 2,258,922 | +67.6% | 12.94% | +107.9% |
| Q3 2022 | $61,695,000 | -8.7% | 1,347,940 | +2.9% | 6.22% | +5.2% |
| Q2 2022 | $67,575,000 | +7.1% | 1,309,340 | +24.0% | 5.92% | +31.7% |
| Q1 2022 | $63,091,000 | +15.7% | 1,056,100 | +23.2% | 4.49% | +13.1% |
| Q4 2021 | $54,511,000 | +16.5% | 857,500 | +16.0% | 3.97% | +28.9% |
| Q3 2021 | $46,781,000 | +18.1% | 739,500 | +22.6% | 3.08% | +38.3% |
| Q2 2021 | $39,605,000 | +4.8% | 603,000 | 0.0% | 2.23% | -6.1% |
| Q1 2021 | $37,808,000 | -5.0% | 603,000 | -8.8% | 2.37% | -9.9% |
| Q4 2020 | $39,793,000 | -7.9% | 661,450 | -20.1% | 2.63% | -22.9% |
| Q3 2020 | $43,205,000 | -7.8% | 828,161 | -13.1% | 3.42% | -2.5% |
| Q2 2020 | $46,847,000 | +11.3% | 952,761 | -5.1% | 3.50% | -8.0% |
| Q1 2020 | $42,107,000 | -29.3% | 1,003,500 | -6.2% | 3.81% | -9.2% |
| Q4 2019 | $59,588,000 | -10.5% | 1,070,000 | -17.0% | 4.19% | -28.3% |
| Q3 2019 | $66,589,000 | +5.4% | 1,288,984 | +7.6% | 5.84% | -3.7% |
| Q2 2019 | $63,167,000 | – | 1,197,484 | – | 6.07% | – |
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% |