VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,105,741 | +71.4% | 114,083 | +79.6% | 0.42% | +75.6% |
| Q2 2023 | $3,562,371 | +16.0% | 63,523 | +14.2% | 0.24% | +7.7% |
| Q1 2023 | $3,070,452 | +9.4% | 55,614 | +2.5% | 0.22% | +2.3% |
| Q4 2022 | $2,805,690 | +38.4% | 54,248 | +22.5% | 0.22% | +23.4% |
| Q3 2022 | $2,027,000 | -12.7% | 44,296 | -1.6% | 0.18% | -10.3% |
| Q2 2022 | $2,322,000 | -12.1% | 44,996 | -0.7% | 0.20% | +0.5% |
| Q1 2022 | $2,643,000 | +0.2% | 45,304 | +9.2% | 0.19% | +7.2% |
| Q4 2021 | $2,637,000 | -5.3% | 41,484 | -5.8% | 0.18% | -13.8% |
| Q3 2021 | $2,786,000 | +1.5% | 44,043 | +5.4% | 0.21% | -1.9% |
| Q2 2021 | $2,746,000 | +14.6% | 41,803 | +9.4% | 0.21% | +1.9% |
| Q1 2021 | $2,396,000 | +5.4% | 38,207 | +1.1% | 0.21% | -5.8% |
| Q4 2020 | $2,274,000 | +16.3% | 37,801 | +0.9% | 0.22% | -12.2% |
| Q3 2020 | $1,955,000 | +6.8% | 37,465 | +0.6% | 0.25% | -2.7% |
| Q2 2020 | $1,831,000 | -40.6% | 37,240 | -49.3% | 0.26% | -51.4% |
| Q1 2020 | $3,082,000 | -24.9% | 73,447 | -0.4% | 0.54% | -0.4% |
| Q4 2019 | $4,106,000 | +11.8% | 73,721 | +3.7% | 0.54% | +3.1% |
| Q3 2019 | $3,673,000 | -1.8% | 71,095 | +0.3% | 0.52% | -4.0% |
| Q2 2019 | $3,741,000 | -6.4% | 70,916 | -7.9% | 0.54% | -6.5% |
| Q1 2019 | $3,996,000 | +10.0% | 76,992 | +4.1% | 0.58% | +1.2% |
| Q4 2018 | $3,632,000 | -39.8% | 73,952 | -33.8% | 0.58% | -39.2% |
| Q3 2018 | $6,032,000 | +77.0% | 111,696 | +77.3% | 0.95% | +66.0% |
| Q2 2018 | $3,407,000 | -0.9% | 62,981 | +3.6% | 0.57% | -4.8% |
| Q1 2018 | $3,438,000 | 0.0% | 60,788 | +0.4% | 0.60% | +0.5% |
| Q4 2017 | $3,438,000 | +5.8% | 60,517 | +1.9% | 0.60% | +0.3% |
| Q3 2017 | $3,251,000 | +8.8% | 59,410 | +3.3% | 0.60% | +5.3% |
| Q2 2017 | $2,989,000 | +5.5% | 57,523 | +0.8% | 0.56% | +1.6% |
| Q1 2017 | $2,834,000 | -0.9% | 57,054 | -8.5% | 0.56% | -3.3% |
| Q4 2016 | $2,860,000 | +237.3% | 62,335 | +247.1% | 0.58% | +230.5% |
| Q3 2016 | $848,000 | +6.4% | 17,961 | +0.3% | 0.17% | +2.4% |
| Q2 2016 | $797,000 | +19.7% | 17,910 | +20.7% | 0.17% | +15.6% |
| Q1 2016 | $666,000 | +19.6% | 14,835 | +20.2% | 0.15% | +7.3% |
| Q4 2015 | $557,000 | +223.8% | 12,337 | +217.4% | 0.14% | +197.8% |
| Q3 2015 | $172,000 | -11.3% | 3,887 | +1.1% | 0.05% | -8.0% |
| Q2 2015 | $194,000 | +0.5% | 3,845 | +0.3% | 0.05% | +2.0% |
| Q1 2015 | $193,000 | +4.3% | 3,833 | 0.0% | 0.05% | -2.0% |
| Q4 2014 | $185,000 | -4.1% | 3,833 | +1.3% | 0.05% | -15.3% |
| Q3 2014 | $193,000 | -2.5% | 3,782 | +3.9% | 0.06% | -4.8% |
| Q2 2014 | $198,000 | +4.8% | 3,641 | +0.7% | 0.06% | -1.6% |
| Q1 2014 | $189,000 | +36.0% | 3,616 | +36.4% | 0.06% | +26.0% |
| Q4 2013 | $139,000 | +59.8% | 2,651 | +52.5% | 0.05% | +38.9% |
| Q3 2013 | $87,000 | – | 1,738 | – | 0.04% | – |
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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% |