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 | $9,170,922 | -3.4% | 171,355 | +1.2% | 0.16% | -4.7% |
| Q2 2023 | $9,497,580 | +47.3% | 169,358 | +45.0% | 0.17% | +40.2% |
| Q1 2023 | $6,447,770 | +17.7% | 116,786 | +10.3% | 0.12% | +8.9% |
| Q4 2022 | $5,477,672 | +14.5% | 105,910 | +1.3% | 0.11% | +5.7% |
| Q3 2022 | $4,783,000 | -5.9% | 104,510 | +6.1% | 0.11% | -0.9% |
| Q2 2022 | $5,082,000 | -12.8% | 98,463 | +0.9% | 0.11% | +4.9% |
| Q1 2022 | $5,828,000 | -5.1% | 97,557 | +1.0% | 0.10% | -6.4% |
| Q4 2021 | $6,141,000 | +5.3% | 96,602 | +4.7% | 0.11% | +3.8% |
| Q3 2021 | $5,834,000 | -9.8% | 92,225 | -6.4% | 0.10% | -16.0% |
| Q2 2021 | $6,469,000 | +6.7% | 98,500 | +1.9% | 0.12% | -6.7% |
| Q1 2021 | $6,062,000 | +5.0% | 96,688 | +0.8% | 0.13% | -3.6% |
| Q4 2020 | $5,771,000 | +37.3% | 95,931 | +19.1% | 0.14% | +8.6% |
| Q3 2020 | $4,202,000 | -27.6% | 80,545 | -31.7% | 0.13% | -35.7% |
| Q2 2020 | $5,801,000 | -12.2% | 117,971 | -0.6% | 0.20% | +11.2% |
| Q4 2019 | $6,607,000 | -16.5% | 118,645 | -22.6% | 0.18% | -36.5% |
| Q3 2019 | $7,916,000 | +4.4% | 153,226 | -0.1% | 0.28% | -0.4% |
| Q2 2019 | $7,580,000 | -1.8% | 153,389 | +3.2% | 0.28% | -13.5% |
| Q1 2019 | $7,717,000 | +149.3% | 148,696 | +126.9% | 0.33% | +138.7% |
| Q4 2018 | $3,095,000 | +4.7% | 65,534 | +19.7% | 0.14% | +17.1% |
| Q3 2018 | $2,957,000 | +14.6% | 54,753 | +14.8% | 0.12% | +3.5% |
| Q2 2018 | $2,581,000 | +13.8% | 47,712 | +18.9% | 0.11% | +3.7% |
| Q1 2018 | $2,269,000 | -56.7% | 40,130 | -56.5% | 0.11% | -58.1% |
| Q4 2017 | $5,239,000 | -1.0% | 92,225 | -4.6% | 0.26% | -9.7% |
| Q3 2017 | $5,290,000 | +44.3% | 96,665 | +37.0% | 0.29% | +28.6% |
| Q2 2017 | $3,667,000 | +2.1% | 70,559 | -2.4% | 0.22% | -4.3% |
| Q1 2017 | $3,590,000 | +2.7% | 72,267 | -5.2% | 0.23% | -12.4% |
| Q4 2016 | $3,496,000 | -85.4% | 76,198 | -85.0% | 0.27% | -87.9% |
| Q3 2016 | $24,008,000 | +6.4% | 508,539 | -0.6% | 2.21% | -9.2% |
| Q2 2016 | $22,564,000 | -3.0% | 511,541 | -1.2% | 2.43% | -8.1% |
| Q1 2016 | $23,259,000 | +9.5% | 517,795 | +2.6% | 2.64% | +13.3% |
| Q4 2015 | $21,241,000 | -3.0% | 504,547 | +2.1% | 2.33% | -22.9% |
| Q3 2015 | $21,896,000 | -9.0% | 494,045 | +3.4% | 3.03% | +7.2% |
| Q2 2015 | $24,053,000 | -1.6% | 477,914 | -1.5% | 2.82% | +2.1% |
| Q1 2015 | $24,437,000 | +6.8% | 485,337 | +2.6% | 2.77% | +13.8% |
| Q4 2014 | $22,875,000 | -2.5% | 473,216 | +2.9% | 2.43% | +1.3% |
| Q3 2014 | $23,455,000 | -5.2% | 459,895 | +0.9% | 2.40% | -2.9% |
| Q2 2014 | $24,754,000 | +3.0% | 455,954 | -1.0% | 2.47% | +0.8% |
| Q1 2014 | $24,041,000 | +1.7% | 460,550 | +2.1% | 2.45% | +4.1% |
| Q4 2013 | $23,628,000 | +6.5% | 451,096 | +2.0% | 2.35% | +1.9% |
| Q3 2013 | $22,189,000 | +8.8% | 442,448 | -0.9% | 2.31% | -7.1% |
| Q2 2013 | $20,398,000 | – | 446,535 | – | 2.48% | – |
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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% |