VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,799,280 | +7.8% | 33,619 | +12.9% | 0.05% | +9.1% |
| Q2 2023 | $1,669,224 | +34.1% | 29,765 | +32.0% | 0.04% | +29.4% |
| Q1 2023 | $1,245,006 | +12.3% | 22,550 | +5.2% | 0.03% | 0.0% |
| Q4 2022 | $1,108,879 | +25.9% | 21,440 | +11.3% | 0.03% | +9.7% |
| Q3 2022 | $881,000 | -43.4% | 19,263 | -36.2% | 0.03% | -41.5% |
| Q2 2022 | $1,557,000 | -5.5% | 30,171 | +9.4% | 0.05% | +10.4% |
| Q1 2022 | $1,647,000 | -16.6% | 27,581 | -11.1% | 0.05% | -15.8% |
| Q4 2021 | $1,974,000 | +1.0% | 31,041 | +0.5% | 0.06% | -8.1% |
| Q3 2021 | $1,955,000 | -44.8% | 30,894 | -42.7% | 0.06% | -44.6% |
| Q2 2021 | $3,542,000 | +13.1% | 53,919 | +7.9% | 0.11% | -3.4% |
| Q1 2021 | $3,132,000 | +5.7% | 49,954 | +1.5% | 0.12% | -2.5% |
| Q4 2020 | $2,962,000 | +19.6% | 49,227 | +3.7% | 0.12% | +1.7% |
| Q3 2020 | $2,476,000 | -15.4% | 47,453 | -20.3% | 0.12% | -27.3% |
| Q2 2020 | $2,926,000 | +30.2% | 59,516 | +11.2% | 0.16% | +9.5% |
| Q1 2020 | $2,247,000 | -25.2% | 53,539 | -0.8% | 0.15% | -7.0% |
| Q4 2019 | $3,006,000 | +9.6% | 53,975 | +3.9% | 0.16% | -6.0% |
| Q3 2019 | $2,742,000 | 0.0% | 51,968 | 0.0% | 0.17% | 0.0% |
| Q2 2019 | $2,742,000 | +46.6% | 51,968 | +44.3% | 0.17% | +28.2% |
| Q1 2019 | $1,870,000 | +95.0% | 36,026 | +77.3% | 0.13% | +56.0% |
| Q4 2018 | $959,000 | +15.4% | 20,322 | +32.1% | 0.08% | +37.7% |
| Q3 2018 | $831,000 | -33.8% | 15,388 | -32.2% | 0.06% | -36.5% |
| Q2 2018 | $1,256,000 | -1.1% | 22,701 | +1.1% | 0.10% | -5.0% |
| Q1 2018 | $1,270,000 | +138.7% | 22,452 | +140.0% | 0.10% | +119.6% |
| Q4 2017 | $532,000 | +3.9% | 9,356 | 0.0% | 0.05% | -22.0% |
| Q3 2017 | $512,000 | -8.2% | 9,356 | -12.9% | 0.06% | -19.2% |
| Q2 2017 | $558,000 | +4.7% | 10,741 | +0.1% | 0.07% | -5.2% |
| Q1 2017 | $533,000 | +10.6% | 10,729 | +5.1% | 0.08% | -15.4% |
| Q3 2016 | $482,000 | +6.2% | 10,206 | 0.0% | 0.09% | -11.7% |
| Q2 2016 | $454,000 | -0.9% | 10,206 | 0.0% | 0.10% | -17.6% |
| Q1 2016 | $458,000 | – | 10,206 | +170000.0% | 0.12% | – |
| Q4 2015 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q3 2015 | $0 | -100.0% | 6 | -94.3% | 0.00% | -100.0% |
| Q2 2015 | $5,000 | – | 106 | +1666.7% | 0.00% | – |
| Q1 2015 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q4 2014 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q4 2013 | $0 | – | 6 | – | 0.00% | – |
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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% |