VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $77,807,345 | +80.2% | 1,453,799 | +88.8% | 0.49% | +63.7% |
| Q2 2023 | $43,181,599 | -4.6% | 770,000 | -6.0% | 0.30% | -10.2% |
| Q1 2023 | $45,244,803 | +6.4% | 819,504 | -0.3% | 0.33% | -2.9% |
| Q4 2022 | $42,515,142 | +202.0% | 822,025 | +167.3% | 0.34% | +96.6% |
| Q3 2022 | $14,077,000 | +7.1% | 307,560 | +20.8% | 0.18% | +4.2% |
| Q2 2022 | $13,140,000 | -13.6% | 254,606 | -0.0% | 0.17% | -9.2% |
| Q1 2022 | $15,212,000 | -2.1% | 254,636 | +4.2% | 0.18% | -2.6% |
| Q4 2021 | $15,538,000 | +15.8% | 244,427 | +15.3% | 0.19% | +4.4% |
| Q3 2021 | $13,413,000 | -15.3% | 212,025 | -12.1% | 0.18% | -18.4% |
| Q2 2021 | $15,840,000 | +13.5% | 241,164 | +8.3% | 0.22% | -24.7% |
| Q1 2021 | $13,962,000 | +59.1% | 222,674 | +52.6% | 0.30% | +45.8% |
| Q4 2020 | $8,778,000 | +16.5% | 145,904 | +1.0% | 0.20% | +3.6% |
| Q3 2020 | $7,533,000 | +2.2% | 144,392 | -3.7% | 0.20% | 0.0% |
| Q2 2020 | $7,374,000 | +20.6% | 149,974 | +3.0% | 0.20% | -3.0% |
| Q1 2020 | $6,112,000 | -21.1% | 145,672 | +4.9% | 0.20% | -2.4% |
| Q4 2019 | $7,743,000 | +15.2% | 138,863 | +6.7% | 0.21% | +2.0% |
| Q3 2019 | $6,722,000 | +9.8% | 130,089 | +12.0% | 0.20% | +8.0% |
| Q2 2019 | $6,122,000 | +18.3% | 116,128 | +16.4% | 0.19% | +11.9% |
| Q1 2019 | $5,174,000 | +21.0% | 99,739 | +10.2% | 0.17% | +1.2% |
| Q4 2018 | $4,276,000 | -9.4% | 90,506 | +3.7% | 0.17% | +1.2% |
| Q3 2018 | $4,720,000 | -2.0% | 87,299 | +2.6% | 0.16% | -22.6% |
| Q1 2018 | $4,815,000 | +1.8% | 85,128 | +2.2% | 0.21% | +7.1% |
| Q4 2017 | $4,728,000 | +6.6% | 83,278 | +2.9% | 0.20% | -2.0% |
| Q3 2017 | $4,437,000 | +28.8% | 80,952 | +22.2% | 0.20% | +24.7% |
| Q2 2017 | $3,444,000 | +33.9% | 66,230 | +28.1% | 0.16% | +31.7% |
| Q1 2017 | $2,572,000 | +63.3% | 51,716 | +50.8% | 0.12% | +50.0% |
| Q4 2016 | $1,575,000 | +37.4% | 34,303 | +41.3% | 0.08% | +86.4% |
| Q3 2016 | $1,146,000 | +246.2% | 24,276 | +225.7% | 0.04% | +131.6% |
| Q2 2016 | $331,000 | +35.1% | 7,454 | +37.5% | 0.02% | +26.7% |
| Q1 2016 | $245,000 | -41.8% | 5,420 | -41.6% | 0.02% | -44.4% |
| Q4 2015 | $421,000 | – | 9,284 | – | 0.03% | – |
Download | ||||||
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% |