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 | $1,428 | -4.1% | 26,677 | +0.5% | 0.32% | -0.6% |
| Q2 2023 | $1,489 | +2.9% | 26,556 | +1.3% | 0.32% | -2.5% |
| Q1 2023 | $1,447 | +10.6% | 26,210 | +3.6% | 0.32% | +2.2% |
| Q4 2022 | $1,308 | -99.9% | 25,291 | +1.1% | 0.32% | +5.6% |
| Q3 2022 | $1,145,000 | -10.2% | 25,027 | +1.3% | 0.30% | -6.8% |
| Q2 2022 | $1,275,000 | -17.0% | 24,698 | +2.2% | 0.32% | +3.5% |
| Q4 2021 | $1,537,000 | -2.6% | 24,173 | -3.1% | 0.31% | -9.3% |
| Q3 2021 | $1,578,000 | -3.2% | 24,937 | +0.5% | 0.34% | -5.0% |
| Q2 2021 | $1,630,000 | +5.5% | 24,824 | +0.7% | 0.36% | +29.3% |
| Q1 2021 | $1,545,000 | +4.4% | 24,647 | +0.2% | 0.28% | -6.0% |
| Q4 2020 | $1,480,000 | +21.6% | 24,593 | +5.4% | 0.30% | +6.8% |
| Q3 2020 | $1,217,000 | +6.8% | 23,326 | +0.6% | 0.28% | +2.2% |
| Q2 2020 | $1,140,000 | +22.6% | 23,184 | +4.6% | 0.27% | +18.7% |
| Q1 2020 | $930,000 | -92.5% | 22,175 | +0.2% | 0.23% | -22.6% |
| Q4 2019 | $12,320,000 | +989.3% | 22,123 | +1.0% | 0.30% | +1.0% |
| Q3 2019 | $1,131,000 | -15.2% | 21,896 | -13.4% | 0.29% | -16.2% |
| Q2 2019 | $1,334,000 | +2.7% | 25,295 | +1.1% | 0.35% | +1.2% |
| Q1 2019 | $1,299,000 | +10.3% | 25,025 | +0.3% | 0.35% | -3.1% |
| Q4 2018 | $1,178,000 | -11.3% | 24,951 | +1.4% | 0.36% | +3.2% |
| Q3 2018 | $1,328,000 | -0.2% | 24,598 | +0.0% | 0.35% | -10.3% |
| Q2 2018 | $1,331,000 | -3.1% | 24,597 | +1.3% | 0.39% | -4.0% |
| Q1 2018 | $1,374,000 | -0.4% | 24,290 | 0.0% | 0.40% | +1.8% |
| Q4 2017 | $1,380,000 | +4.7% | 24,290 | +0.9% | 0.40% | -2.2% |
| Q3 2017 | $1,318,000 | +126.1% | 24,079 | +114.4% | 0.40% | +115.4% |
| Q2 2017 | $583,000 | +14.8% | 11,229 | +9.6% | 0.19% | +10.6% |
| Q1 2017 | $508,000 | +10.7% | 10,242 | +2.3% | 0.17% | +9.7% |
| Q4 2016 | $459,000 | -2.1% | 10,010 | +0.9% | 0.16% | -5.5% |
| Q3 2016 | $469,000 | +17.5% | 9,925 | +10.2% | 0.16% | +1.2% |
| Q3 2015 | $399,000 | -29.9% | 9,005 | -20.4% | 0.16% | -25.3% |
| Q2 2015 | $569,000 | +0.2% | 11,310 | +0.3% | 0.22% | +1.4% |
| Q1 2015 | $568,000 | +4.2% | 11,275 | 0.0% | 0.21% | +1.9% |
| Q4 2014 | $545,000 | +26.5% | 11,275 | +33.3% | 0.21% | +20.7% |
| Q3 2014 | $431,000 | -5.1% | 8,458 | +1.1% | 0.17% | -5.4% |
| Q2 2014 | $454,000 | -32.7% | 8,365 | -63.2% | 0.18% | -37.4% |
| Q1 2014 | $675,000 | +27.4% | 22,714 | +124.4% | 0.29% | +25.6% |
| Q4 2013 | $530,000 | – | 10,120 | – | 0.23% | – |
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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% |