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 | $171,981,971 | +0.9% | 3,213,415 | +5.7% | 0.06% | +1.7% |
| Q2 2023 | $170,513,091 | +2.1% | 3,040,533 | +0.6% | 0.06% | -4.9% |
| Q1 2023 | $166,930,858 | +8.5% | 3,023,562 | +1.7% | 0.06% | +7.0% |
| Q4 2022 | $153,811,143 | +38.6% | 2,973,920 | +22.7% | 0.06% | +16.3% |
| Q3 2022 | $110,953,000 | -12.9% | 2,424,137 | -1.8% | 0.05% | -5.8% |
| Q2 2022 | $127,364,000 | -4.2% | 2,467,819 | +10.9% | 0.05% | +18.2% |
| Q1 2022 | $132,908,000 | -4.4% | 2,224,766 | +1.8% | 0.04% | +10.0% |
| Q4 2021 | $138,956,000 | +3.2% | 2,185,874 | +2.7% | 0.04% | -4.8% |
| Q3 2021 | $134,650,000 | -10.4% | 2,128,517 | -7.0% | 0.04% | -12.5% |
| Q2 2021 | $150,279,000 | +2.8% | 2,288,053 | -1.8% | 0.05% | 0.0% |
| Q1 2021 | $146,117,000 | +12.2% | 2,330,413 | +7.6% | 0.05% | +9.1% |
| Q4 2020 | $130,263,000 | +20.4% | 2,165,276 | +4.4% | 0.04% | +7.3% |
| Q3 2020 | $108,218,000 | +6.1% | 2,074,330 | +0.0% | 0.04% | -4.7% |
| Q2 2020 | $101,963,000 | +9.8% | 2,073,677 | -6.3% | 0.04% | -2.3% |
| Q1 2020 | $92,861,000 | -12.8% | 2,213,089 | +15.8% | 0.04% | +18.9% |
| Q4 2019 | $106,446,000 | +6.1% | 1,911,403 | -1.6% | 0.04% | -5.1% |
| Q3 2019 | $100,317,000 | -12.7% | 1,941,863 | -10.9% | 0.04% | -11.4% |
| Q2 2019 | $114,937,000 | +5.8% | 2,178,893 | +4.1% | 0.04% | -2.2% |
| Q1 2019 | $108,639,000 | +0.6% | 2,093,234 | -8.5% | 0.04% | -8.2% |
| Q4 2018 | $108,013,000 | -18.6% | 2,287,452 | -6.9% | 0.05% | -7.5% |
| Q3 2018 | $132,733,000 | +7.2% | 2,458,015 | +7.4% | 0.05% | -1.9% |
| Q2 2018 | $123,825,000 | -3.5% | 2,288,810 | +0.9% | 0.05% | -1.8% |
| Q1 2018 | $128,253,000 | +8.1% | 2,267,951 | +8.6% | 0.06% | +12.2% |
| Q4 2017 | $118,591,000 | +13.7% | 2,087,496 | +9.6% | 0.05% | +2.1% |
| Q3 2017 | $104,265,000 | +33.6% | 1,905,070 | +26.9% | 0.05% | +20.0% |
| Q2 2017 | $78,021,000 | +36.5% | 1,501,279 | +30.5% | 0.04% | +29.0% |
| Q1 2017 | $57,161,000 | +29.7% | 1,150,578 | +19.8% | 0.03% | +29.2% |
| Q4 2016 | $44,079,000 | +2.0% | 960,738 | +5.0% | 0.02% | -7.7% |
| Q3 2016 | $43,205,000 | +6.7% | 915,162 | +0.5% | 0.03% | +4.0% |
| Q2 2016 | $40,505,000 | +6.9% | 910,643 | +8.0% | 0.02% | 0.0% |
| Q1 2016 | $37,886,000 | +7.1% | 843,405 | +7.5% | 0.02% | +8.7% |
| Q4 2015 | $35,381,000 | +26.5% | 784,326 | +24.3% | 0.02% | +15.0% |
| Q3 2015 | $27,966,000 | +22.9% | 631,009 | +39.6% | 0.02% | +33.3% |
| Q2 2015 | $22,752,000 | +17.3% | 452,060 | +17.3% | 0.02% | +15.4% |
| Q1 2015 | $19,396,000 | +21.7% | 385,226 | +16.9% | 0.01% | +18.2% |
| Q4 2014 | $15,933,000 | – | 329,594 | – | 0.01% | – |
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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% |