VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,788,906 | -2.5% | 556,594 | +2.2% | 0.42% | -3.0% |
| Q2 2023 | $30,545,966 | +15.1% | 544,686 | +6.1% | 0.44% | -9.9% |
| Q1 2023 | $26,541,895 | 0.0% | 513,184 | 0.0% | 0.48% | +0.2% |
| Q4 2022 | $26,541,895 | +6.2% | 513,184 | -6.0% | 0.48% | -5.5% |
| Q3 2022 | $24,987,000 | +9.6% | 545,916 | +23.6% | 0.51% | +13.3% |
| Q2 2022 | $22,801,000 | +1.2% | 441,792 | +17.1% | 0.45% | +1.4% |
| Q1 2022 | $22,537,000 | +4.7% | 377,254 | +11.4% | 0.44% | +6.7% |
| Q4 2021 | $21,519,000 | +3.1% | 338,511 | +2.6% | 0.42% | -2.6% |
| Q3 2021 | $20,863,000 | -2.7% | 329,790 | +1.0% | 0.43% | -17.6% |
| Q2 2021 | $21,449,000 | +11.9% | 326,574 | +6.8% | 0.52% | -45.2% |
| Q1 2021 | $19,163,000 | +17.6% | 305,638 | +12.9% | 0.94% | +10.5% |
| Q4 2020 | $16,293,000 | +13.1% | 270,829 | -1.9% | 0.86% | -22.5% |
| Q3 2020 | $14,404,000 | -19.4% | 276,101 | -24.0% | 1.10% | -35.1% |
| Q2 2020 | $17,871,000 | -7.7% | 363,447 | -21.2% | 1.70% | -8.9% |
| Q1 2020 | $19,354,000 | -17.3% | 461,257 | +9.8% | 1.87% | -16.8% |
| Q4 2019 | $23,391,000 | +14.5% | 420,030 | +6.2% | 2.24% | +1.4% |
| Q3 2019 | $20,427,000 | +2.9% | 395,414 | +5.1% | 2.21% | +2.6% |
| Q2 2019 | $19,845,000 | +68.0% | 376,205 | +65.3% | 2.16% | +44.9% |
| Q1 2019 | $11,811,000 | +2897.7% | 227,565 | +2626.0% | 1.49% | +2381.7% |
| Q4 2018 | $394,000 | -11.9% | 8,348 | +0.8% | 0.06% | -13.0% |
| Q3 2018 | $447,000 | +1.4% | 8,283 | +1.6% | 0.07% | -2.8% |
| Q2 2018 | $441,000 | -3.9% | 8,156 | +0.4% | 0.07% | -20.2% |
| Q1 2018 | $459,000 | +21.1% | 8,125 | +21.8% | 0.09% | +12.7% |
| Q4 2017 | $379,000 | +17.0% | 6,673 | +12.6% | 0.08% | +2.6% |
| Q3 2017 | $324,000 | +5.2% | 5,926 | 0.0% | 0.08% | +6.9% |
| Q2 2017 | $308,000 | -6.9% | 5,926 | -11.0% | 0.07% | -25.0% |
| Q1 2017 | $331,000 | +17.0% | 6,662 | +8.1% | 0.10% | +5.5% |
| Q4 2016 | $283,000 | -2.7% | 6,162 | 0.0% | 0.09% | -7.1% |
| Q3 2016 | $291,000 | +6.2% | 6,162 | 0.0% | 0.10% | +5.4% |
| Q2 2016 | $274,000 | -1.1% | 6,162 | 0.0% | 0.09% | +1.1% |
| Q1 2016 | $277,000 | -0.4% | 6,162 | 0.0% | 0.09% | -1.1% |
| Q4 2015 | $278,000 | +1.8% | 6,162 | 0.0% | 0.09% | -3.1% |
| Q3 2015 | $273,000 | -11.9% | 6,162 | 0.0% | 0.10% | -5.9% |
| Q2 2015 | $310,000 | -0.6% | 6,162 | -0.6% | 0.10% | -12.8% |
| Q1 2015 | $312,000 | +4.0% | 6,200 | 0.0% | 0.12% | +0.9% |
| Q4 2014 | $300,000 | -9.4% | 6,200 | -4.4% | 0.12% | -14.7% |
| Q3 2014 | $331,000 | -5.7% | 6,485 | +0.3% | 0.14% | -11.1% |
| Q2 2014 | $351,000 | +3.8% | 6,467 | 0.0% | 0.15% | -1.9% |
| Q1 2014 | $338,000 | +4.6% | 6,467 | +4.9% | 0.16% | +2.6% |
| Q4 2013 | $323,000 | +4.5% | 6,162 | 0.0% | 0.15% | -7.3% |
| Q3 2013 | $309,000 | +10.0% | 6,162 | 0.0% | 0.16% | +3.8% |
| Q2 2013 | $281,000 | – | 6,162 | – | 0.16% | – |
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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% |