VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 943 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,507,674 | -0.9% | 121,593 | +3.8% | 0.60% | +4.1% |
| Q2 2023 | $6,567,582 | +7.4% | 117,111 | +5.7% | 0.58% | +1.4% |
| Q1 2023 | $6,114,811 | +14.8% | 110,755 | +7.6% | 0.57% | +7.7% |
| Q4 2022 | $5,324,701 | +15.7% | 102,952 | +2.4% | 0.53% | +5.2% |
| Q3 2022 | $4,601,000 | +0.3% | 100,531 | +13.1% | 0.50% | +5.4% |
| Q2 2022 | $4,588,000 | +2.9% | 88,901 | +19.2% | 0.48% | +25.1% |
| Q1 2022 | $4,457,000 | -23.7% | 74,612 | -18.8% | 0.38% | -21.4% |
| Q4 2021 | $5,842,000 | +8.9% | 91,894 | +8.3% | 0.49% | -4.5% |
| Q3 2021 | $5,366,000 | +3.8% | 84,821 | +7.8% | 0.51% | +26.6% |
| Q2 2021 | $5,170,000 | +13.2% | 78,708 | +8.0% | 0.40% | -13.4% |
| Q1 2021 | $4,569,000 | +12.1% | 72,869 | +7.5% | 0.46% | -1.3% |
| Q4 2020 | $4,076,000 | +32.4% | 67,760 | +14.8% | 0.47% | +3.8% |
| Q3 2020 | $3,079,000 | +6.4% | 59,017 | +0.2% | 0.45% | -6.4% |
| Q2 2020 | $2,895,000 | +25.2% | 58,872 | +6.8% | 0.48% | +5.0% |
| Q1 2020 | $2,312,000 | +136.2% | 55,106 | +213.5% | 0.46% | +195.5% |
| Q4 2019 | $979,000 | +13.2% | 17,578 | +5.0% | 0.16% | +5.4% |
| Q3 2019 | $865,000 | -1.6% | 16,734 | +0.4% | 0.15% | -3.3% |
| Q2 2019 | $879,000 | +3.0% | 16,671 | +1.4% | 0.15% | +2.0% |
| Q1 2019 | $853,000 | +169.1% | 16,433 | +145.0% | 0.15% | +130.8% |
| Q4 2018 | $317,000 | -67.0% | 6,707 | -62.4% | 0.06% | -64.1% |
| Q3 2018 | $962,000 | +18.0% | 17,820 | +18.3% | 0.18% | +10.4% |
| Q2 2018 | $815,000 | -3.4% | 15,062 | +0.9% | 0.16% | -4.1% |
| Q1 2018 | $844,000 | +0.4% | 14,922 | +0.9% | 0.17% | +3.0% |
| Q4 2017 | $841,000 | – | 14,795 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mosaic Advisors LLC | 405,028 | $21,677,090 | 19.84% |
| OIKOS HOLDINGS LLC | 915,504 | $48,997,774 | 17.67% |
| OKABENA INVESTMENT SERVICES INC | 397,389 | $21,268,259 | 16.54% |
| 25 LLC | 473,652 | $25,349,851 | 15.46% |
| SAM Advisors, LLC | 656,317 | $35,126,073 | 15.24% |
| Sageworth Trust Co | 3,461,757 | $185,273,234 | 13.60% |
| Sunflower Bank, N.A. | 1,016,280 | $54,391,306 | 13.12% |
| UNIVEST FINANCIAL Corp | 723,466 | $38,719,874 | 12.92% |
| Global Endowment Management, LP | 2,151,446 | $115,145,390 | 12.32% |
| Cairn Investment Group, Inc. | 278,361 | $14,898 | 9.88% |