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 | $21,719,477 | +0.5% | 405,820 | +5.6% | 0.19% | +3.2% |
| Q2 2023 | $21,617,251 | +6.7% | 384,429 | +4.8% | 0.19% | -2.6% |
| Q1 2023 | $20,254,420 | +2446.5% | 366,861 | -2.5% | 0.19% | +382.5% |
| Q4 2022 | $795,392 | -95.0% | 376,090 | +7.9% | 0.04% | -78.1% |
| Q3 2022 | $15,955,000 | -6.2% | 348,580 | +5.8% | 0.18% | +20.4% |
| Q2 2022 | $17,005,000 | -21.5% | 329,511 | -9.2% | 0.15% | -8.4% |
| Q1 2022 | $21,674,000 | -0.3% | 362,783 | +6.0% | 0.17% | +1.8% |
| Q4 2021 | $21,750,000 | -4.9% | 342,141 | -5.4% | 0.16% | +12.4% |
| Q3 2021 | $22,877,000 | +6.1% | 361,628 | +10.1% | 0.14% | -22.9% |
| Q2 2021 | $21,564,000 | +10.4% | 328,313 | +5.4% | 0.19% | +1.1% |
| Q1 2021 | $19,524,000 | +15.5% | 311,387 | +10.8% | 0.19% | +5.7% |
| Q4 2020 | $16,906,000 | +10.0% | 281,013 | -4.8% | 0.18% | -12.0% |
| Q3 2020 | $15,367,000 | +12.7% | 295,040 | +6.4% | 0.20% | +5.8% |
| Q2 2020 | $13,636,000 | +10.0% | 277,337 | -6.1% | 0.19% | -17.1% |
| Q1 2020 | $12,395,000 | -16.5% | 295,407 | +10.9% | 0.23% | -1.3% |
| Q4 2019 | $14,837,000 | -9.6% | 266,422 | -15.5% | 0.23% | -9.4% |
| Q3 2019 | $16,419,000 | -0.1% | 315,399 | +1.3% | 0.26% | -14.1% |
| Q2 2019 | $16,429,000 | +23.7% | 311,453 | +21.7% | 0.30% | +13.4% |
| Q1 2019 | $13,283,000 | +11.2% | 255,854 | +1.4% | 0.26% | -9.0% |
| Q4 2018 | $11,940,000 | -10.2% | 252,376 | +2.5% | 0.29% | +5.5% |
| Q3 2018 | $13,299,000 | +214.0% | 246,272 | +212.5% | 0.27% | +295.7% |
| Q2 2018 | $4,235,000 | -63.0% | 78,815 | -61.0% | 0.07% | -84.6% |
| Q1 2018 | $11,431,000 | +127.8% | 202,147 | +135.1% | 0.45% | +110.8% |
| Q4 2017 | $5,017,000 | -55.4% | 85,989 | -58.0% | 0.21% | -23.7% |
| Q3 2017 | $11,247,000 | +25.5% | 204,718 | +18.5% | 0.28% | +14.4% |
| Q2 2017 | $8,965,000 | +28.3% | 172,806 | +22.4% | 0.24% | +24.6% |
| Q1 2017 | $6,986,000 | +42.6% | 141,157 | +36.4% | 0.20% | +21.1% |
| Q4 2016 | $4,898,000 | +14.7% | 103,520 | +14.0% | 0.16% | -7.5% |
| Q3 2016 | $4,270,000 | +36.4% | 90,840 | +26.9% | 0.17% | +37.0% |
| Q2 2016 | $3,131,000 | +18.9% | 71,582 | +22.4% | 0.13% | 0.0% |
| Q1 2016 | $2,634,000 | -2.5% | 58,478 | -2.3% | 0.13% | -2.3% |
| Q4 2015 | $2,701,000 | +10.1% | 59,880 | +8.1% | 0.13% | -3.7% |
| Q3 2015 | $2,454,000 | +31.7% | 55,369 | +49.5% | 0.14% | +53.4% |
| Q2 2015 | $1,864,000 | +12.2% | 37,028 | +12.2% | 0.09% | -8.3% |
| Q1 2015 | $1,662,000 | +18.1% | 33,008 | +13.4% | 0.10% | +5.5% |
| Q4 2014 | $1,407,000 | +26.9% | 29,108 | +33.8% | 0.09% | +18.2% |
| Q3 2014 | $1,109,000 | +13.7% | 21,755 | +21.2% | 0.08% | -8.3% |
| Q2 2014 | $975,000 | +76.3% | 17,956 | +69.6% | 0.08% | +44.8% |
| Q1 2014 | $553,000 | -37.7% | 10,589 | -37.5% | 0.06% | -41.4% |
| Q4 2013 | $887,000 | – | 16,940 | – | 0.10% | – |
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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% |