VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $751,421 | -8.9% | 14,040 | -4.6% | 0.26% | -6.0% |
| Q2 2023 | $824,993 | +25.1% | 14,711 | +23.1% | 0.28% | +17.0% |
| Q1 2023 | $659,594 | +33.4% | 11,947 | +25.0% | 0.24% | +28.2% |
| Q4 2022 | $494,495 | +9.2% | 9,561 | -3.5% | 0.19% | -1.6% |
| Q3 2022 | $453,000 | -38.5% | 9,905 | -30.6% | 0.19% | -33.7% |
| Q2 2022 | $736,000 | -18.8% | 14,280 | -5.9% | 0.29% | -7.4% |
| Q1 2022 | $906,000 | -20.4% | 15,175 | -15.3% | 0.31% | -16.6% |
| Q4 2021 | $1,138,000 | +11.5% | 17,907 | +11.0% | 0.37% | +1.1% |
| Q3 2021 | $1,021,000 | -2.3% | 16,137 | +1.4% | 0.37% | -3.4% |
| Q2 2021 | $1,045,000 | +84.6% | 15,918 | +76.3% | 0.38% | +72.9% |
| Q1 2021 | $566,000 | +1.4% | 9,031 | -2.6% | 0.22% | -3.5% |
| Q4 2020 | $558,000 | +7.5% | 9,276 | -6.8% | 0.23% | -4.6% |
| Q3 2020 | $519,000 | -1.3% | 9,952 | -7.0% | 0.24% | -5.9% |
| Q2 2020 | $526,000 | -61.2% | 10,702 | -66.9% | 0.26% | -65.4% |
| Q1 2020 | $1,355,000 | -37.1% | 32,298 | -16.5% | 0.74% | -13.3% |
| Q4 2019 | $2,153,000 | -4.9% | 38,673 | -11.8% | 0.85% | -14.1% |
| Q3 2019 | $2,263,000 | -30.4% | 43,825 | -28.9% | 0.99% | -31.3% |
| Q2 2019 | $3,252,000 | -1.1% | 61,653 | -2.7% | 1.44% | -4.0% |
| Q1 2019 | $3,288,000 | -1.2% | 63,370 | -10.1% | 1.50% | -8.2% |
| Q4 2018 | $3,327,000 | -22.2% | 70,470 | -11.0% | 1.64% | -7.7% |
| Q3 2018 | $4,277,000 | -0.5% | 79,212 | -0.3% | 1.77% | -13.5% |
| Q2 2018 | $4,298,000 | -3.6% | 79,460 | +0.8% | 2.05% | -6.6% |
| Q1 2018 | $4,459,000 | +6.8% | 78,868 | +7.3% | 2.20% | +9.0% |
| Q4 2017 | $4,177,000 | -7.0% | 73,528 | -8.6% | 2.02% | -7.0% |
| Q3 2017 | $4,490,000 | +27.0% | 80,415 | +20.3% | 2.17% | +23.1% |
| Q2 2017 | $3,535,000 | +95.0% | 66,833 | +83.1% | 1.76% | +86.1% |
| Q1 2017 | $1,813,000 | +93.3% | 36,509 | +78.5% | 0.94% | +85.7% |
| Q4 2016 | $938,000 | +18.3% | 20,452 | +21.6% | 0.51% | +13.6% |
| Q3 2016 | $793,000 | +3.1% | 16,818 | -2.8% | 0.45% | +2.3% |
| Q2 2016 | $769,000 | -6.2% | 17,301 | -5.3% | 0.44% | -10.2% |
| Q1 2016 | $820,000 | -2.5% | 18,266 | -2.1% | 0.49% | -2.6% |
| Q4 2015 | $841,000 | +11.4% | 18,653 | +9.4% | 0.50% | +2.7% |
| Q3 2015 | $755,000 | -2.7% | 17,053 | +10.5% | 0.49% | +2.3% |
| Q2 2015 | $776,000 | +34.0% | 15,431 | +34.1% | 0.48% | +35.9% |
| Q1 2015 | $579,000 | +15.3% | 11,507 | +10.8% | 0.35% | +22.3% |
| Q4 2014 | $502,000 | +9.4% | 10,384 | +15.4% | 0.29% | +28.7% |
| Q3 2014 | $459,000 | +3.4% | 9,002 | +10.0% | 0.22% | +5.7% |
| Q2 2014 | $444,000 | +5.5% | 8,186 | +1.6% | 0.21% | -9.4% |
| Q1 2014 | $421,000 | +23.8% | 8,061 | +24.2% | 0.23% | +19.5% |
| Q4 2013 | $340,000 | – | 6,489 | – | 0.20% | – |
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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% |