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 | $11,432,718 | +10.8% | 213,615 | +16.1% | 0.25% | +5.1% |
| Q2 2023 | $10,321,722 | +7.6% | 184,053 | +5.9% | 0.23% | -8.6% |
| Q1 2023 | $9,595,506 | -27.6% | 173,800 | -32.2% | 0.26% | -23.8% |
| Q4 2022 | $13,260,363 | +45.7% | 256,387 | +28.9% | 0.34% | +32.3% |
| Q3 2022 | $9,102,000 | -14.4% | 198,862 | -3.4% | 0.25% | -5.2% |
| Q2 2022 | $10,629,000 | -17.3% | 205,942 | -4.3% | 0.27% | -6.6% |
| Q1 2022 | $12,859,000 | -14.1% | 215,254 | -8.6% | 0.29% | -13.6% |
| Q4 2021 | $14,976,000 | +13.8% | 235,581 | +13.3% | 0.33% | -0.9% |
| Q3 2021 | $13,158,000 | +4.2% | 207,991 | +8.2% | 0.34% | +6.7% |
| Q2 2021 | $12,631,000 | +9.3% | 192,314 | +4.3% | 0.31% | -1.9% |
| Q1 2021 | $11,557,000 | +13.0% | 184,315 | +8.4% | 0.32% | +5.3% |
| Q4 2020 | $10,226,000 | +28.8% | 169,984 | +11.7% | 0.30% | +16.5% |
| Q3 2020 | $7,938,000 | +6.5% | 152,156 | +0.4% | 0.26% | -1.9% |
| Q2 2020 | $7,454,000 | -8.0% | 151,601 | -21.4% | 0.27% | -28.3% |
| Q1 2020 | $8,098,000 | -89.6% | 192,984 | -86.3% | 0.37% | -87.9% |
| Q4 2019 | $78,228,000 | +12.5% | 1,404,706 | +4.3% | 3.07% | +2.2% |
| Q3 2019 | $69,548,000 | +0.4% | 1,346,259 | +2.5% | 3.01% | +0.3% |
| Q2 2019 | $69,251,000 | +1.6% | 1,312,822 | -0.0% | 3.00% | -2.2% |
| Q1 2019 | $68,156,000 | +10.0% | 1,313,217 | +0.1% | 3.06% | -4.1% |
| Q4 2018 | $61,968,000 | -10.8% | 1,312,317 | +2.1% | 3.20% | +3.0% |
| Q3 2018 | $69,436,000 | -10.2% | 1,285,847 | -10.0% | 3.10% | -10.1% |
| Q2 2018 | $77,330,000 | -17.3% | 1,429,388 | -13.6% | 3.45% | -12.4% |
| Q1 2018 | $93,539,000 | -2.3% | 1,654,091 | -1.9% | 3.94% | -8.3% |
| Q4 2017 | $95,749,000 | +5.3% | 1,685,421 | +1.4% | 4.30% | +0.1% |
| Q3 2017 | $90,952,000 | +8.0% | 1,661,834 | +2.5% | 4.29% | -1.3% |
| Q2 2017 | $84,250,000 | +17.8% | 1,621,123 | +12.6% | 4.35% | +7.6% |
| Q1 2017 | $71,544,000 | +20.5% | 1,440,097 | +11.3% | 4.04% | +9.5% |
| Q4 2016 | $59,371,000 | +2.1% | 1,294,051 | +5.1% | 3.69% | -5.9% |
| Q3 2016 | $58,149,000 | +7.6% | 1,231,712 | +1.4% | 3.92% | -2.1% |
| Q2 2016 | $54,025,000 | +17.9% | 1,214,584 | +19.0% | 4.01% | +1.9% |
| Q1 2016 | $45,836,000 | +19828.7% | 1,020,388 | +19903.7% | 3.93% | +20594.7% |
| Q4 2015 | $230,000 | – | 5,101 | – | 0.02% | – |
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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% |