VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 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 | $875,755 | -2.4% | 16,363 | +2.3% | 0.13% | -2.3% |
| Q2 2023 | $896,893 | +1.7% | 15,993 | +0.1% | 0.13% | -5.7% |
| Q1 2023 | $881,781 | +8.8% | 15,971 | +1.9% | 0.14% | -0.7% |
| Q4 2022 | $810,409 | +8.9% | 15,669 | -3.6% | 0.14% | -2.1% |
| Q3 2022 | $744,000 | -16.5% | 16,261 | -5.8% | 0.14% | -17.1% |
| Q2 2022 | $891,000 | -17.0% | 17,260 | -3.9% | 0.18% | -12.1% |
| Q1 2022 | $1,073,000 | +3.0% | 17,961 | +9.6% | 0.20% | +2.1% |
| Q4 2021 | $1,042,000 | +1.9% | 16,395 | +1.4% | 0.20% | -5.8% |
| Q3 2021 | $1,023,000 | -3.9% | 16,175 | -0.1% | 0.21% | -5.9% |
| Q2 2021 | $1,064,000 | +1.1% | 16,198 | -3.4% | 0.22% | -4.8% |
| Q1 2021 | $1,052,000 | +4.4% | 16,772 | +0.1% | 0.23% | +0.4% |
| Q4 2020 | $1,008,000 | +15.5% | 16,749 | +0.0% | 0.23% | +8.0% |
| Q3 2020 | $873,000 | +6.1% | 16,743 | 0.0% | 0.21% | 0.0% |
| Q2 2020 | $823,000 | +18.1% | 16,743 | +0.8% | 0.21% | +5.4% |
| Q1 2020 | $697,000 | -5.7% | 16,612 | +25.2% | 0.20% | +16.1% |
| Q4 2019 | $739,000 | +7.9% | 13,267 | 0.0% | 0.17% | -1.7% |
| Q3 2019 | $685,000 | -2.1% | 13,267 | 0.0% | 0.18% | 0.0% |
| Q2 2019 | $700,000 | +0.3% | 13,267 | -1.4% | 0.18% | -3.3% |
| Q1 2019 | $698,000 | +2.9% | 13,454 | -6.3% | 0.18% | 0.0% |
| Q4 2018 | $678,000 | -30.8% | 14,354 | -20.9% | 0.18% | -28.8% |
| Q3 2018 | $980,000 | +6.2% | 18,149 | +6.4% | 0.26% | +1.2% |
| Q2 2018 | $923,000 | +16.4% | 17,059 | +21.6% | 0.25% | +15.5% |
| Q1 2018 | $793,000 | -0.5% | 14,025 | 0.0% | 0.22% | -3.9% |
| Q4 2017 | $797,000 | +3.8% | 14,025 | 0.0% | 0.23% | -1.7% |
| Q3 2017 | $768,000 | +4.6% | 14,025 | -0.6% | 0.23% | -1.7% |
| Q2 2017 | $734,000 | +4.7% | 14,115 | 0.0% | 0.24% | +3.5% |
| Q1 2017 | $701,000 | +20.2% | 14,115 | +11.0% | 0.23% | +13.9% |
| Q4 2016 | $583,000 | -8.3% | 12,713 | -5.6% | 0.20% | -6.9% |
| Q3 2016 | $636,000 | +15.2% | 13,463 | +8.5% | 0.22% | +12.5% |
| Q2 2016 | $552,000 | +29.0% | 12,413 | +30.1% | 0.19% | +24.7% |
| Q1 2016 | $428,000 | -8.0% | 9,538 | -7.4% | 0.15% | -7.8% |
| Q4 2015 | $465,000 | -19.6% | 10,300 | -21.1% | 0.17% | -24.1% |
| Q3 2015 | $578,000 | +2790.0% | 13,050 | +3162.5% | 0.22% | +2650.0% |
| Q2 2015 | $20,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $20,000 | -58.3% | 400 | -60.0% | 0.01% | -57.9% |
| Q4 2014 | $48,000 | -5.9% | 1,000 | 0.0% | 0.02% | -9.5% |
| Q3 2014 | $51,000 | -5.6% | 1,000 | 0.0% | 0.02% | -8.7% |
| Q2 2014 | $54,000 | +3.8% | 1,000 | 0.0% | 0.02% | -4.2% |
| Q1 2014 | $52,000 | -50.0% | 1,000 | -50.0% | 0.02% | -17.2% |
| Q4 2013 | $104,000 | +108.0% | 2,000 | +100.0% | 0.03% | -3.3% |
| Q3 2013 | $50,000 | -21.9% | 1,000 | -28.6% | 0.03% | -28.6% |
| Q2 2013 | $64,000 | -4.5% | 1,400 | 0.0% | 0.04% | -12.5% |
| Q1 2013 | $67,000 | -21.2% | 1,400 | -22.2% | 0.05% | -28.4% |
| Q4 2012 | $85,000 | – | 1,800 | – | 0.07% | – |
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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% |