VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,121,014 | +4.2% | 20,946 | +6.7% | 0.73% | +4.4% |
Q2 2023 | $1,075,927 | -1.8% | 19,634 | -1.1% | 0.70% | -1.3% |
Q1 2023 | $1,095,681 | +5.2% | 19,846 | -1.4% | 0.71% | -0.7% |
Q4 2022 | $1,041,356 | +9.0% | 20,135 | -3.5% | 0.71% | +3.5% |
Q3 2022 | $955,000 | -7.6% | 20,857 | +4.2% | 0.69% | -1.8% |
Q2 2022 | $1,033,000 | -13.6% | 20,009 | -0.1% | 0.70% | -2.1% |
Q1 2022 | $1,196,000 | -10.9% | 20,020 | -5.2% | 0.72% | -8.2% |
Q4 2021 | $1,343,000 | +0.1% | 21,128 | -0.4% | 0.78% | -2.5% |
Q3 2021 | $1,342,000 | -3.4% | 21,211 | +0.3% | 0.80% | -1.1% |
Q2 2021 | $1,389,000 | +7.5% | 21,147 | +2.7% | 0.81% | +1.6% |
Q1 2021 | $1,292,000 | +7.0% | 20,599 | +2.6% | 0.80% | -1.1% |
Q4 2020 | $1,208,000 | +9.0% | 20,075 | -5.4% | 0.81% | +0.2% |
Q3 2020 | $1,108,000 | +4.7% | 21,229 | -1.4% | 0.80% | +1.0% |
Q2 2020 | $1,058,000 | +22.6% | 21,527 | +4.6% | 0.80% | +6.1% |
Q1 2020 | $863,000 | -26.5% | 20,571 | -2.4% | 0.75% | -8.3% |
Q4 2019 | $1,174,000 | +7.3% | 21,086 | -0.4% | 0.82% | +1.1% |
Q3 2019 | $1,094,000 | -4.7% | 21,176 | -2.7% | 0.81% | -5.4% |
Q2 2019 | $1,148,000 | -1.5% | 21,760 | -3.1% | 0.86% | -2.3% |
Q1 2019 | $1,165,000 | +9.3% | 22,455 | -0.5% | 0.88% | -0.6% |
Q4 2018 | $1,066,000 | -11.8% | 22,570 | +0.9% | 0.88% | -2.2% |
Q3 2018 | $1,208,000 | +2.6% | 22,363 | +2.8% | 0.90% | +1.3% |
Q2 2018 | $1,177,000 | -6.8% | 21,753 | -2.6% | 0.89% | -11.3% |
Q1 2018 | $1,263,000 | -2.1% | 22,335 | -1.6% | 1.00% | -1.6% |
Q4 2017 | $1,290,000 | +6.0% | 22,707 | +2.1% | 1.02% | +2.0% |
Q3 2017 | $1,217,000 | +3.8% | 22,230 | -1.5% | 1.00% | -16.3% |
Q2 2017 | $1,173,000 | +9.1% | 22,575 | +4.3% | 1.19% | +26.6% |
Q1 2017 | $1,075,000 | +4.2% | 21,646 | -3.8% | 0.94% | -0.5% |
Q4 2016 | $1,032,000 | -2.5% | 22,500 | +0.3% | 0.95% | -7.1% |
Q3 2016 | $1,059,000 | +15.7% | 22,424 | +9.0% | 1.02% | +11.7% |
Q2 2016 | $915,000 | +8.2% | 20,573 | +9.3% | 0.91% | +8.8% |
Q1 2016 | $846,000 | +14.9% | 18,831 | +15.4% | 0.84% | +13.1% |
Q4 2015 | $736,000 | +5.3% | 16,321 | +3.5% | 0.74% | +3.3% |
Q3 2015 | $699,000 | +6.6% | 15,762 | +20.9% | 0.72% | +17.2% |
Q2 2015 | $656,000 | +162.4% | 13,036 | +162.6% | 0.61% | +156.1% |
Q1 2015 | $250,000 | -6.0% | 4,964 | -9.6% | 0.24% | -8.1% |
Q4 2014 | $266,000 | – | 5,494 | – | 0.26% | – |
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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% |