VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 943 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,473 | +0.7% | 27,520 | +5.5% | 0.01% | 0.0% |
| Q2 2023 | $1,463 | +12.1% | 26,091 | +10.4% | 0.01% | +25.0% |
| Q1 2023 | $1,305 | +3.7% | 23,630 | -2.9% | 0.00% | 0.0% |
| Q4 2022 | $1,259 | -99.9% | 24,340 | -0.8% | 0.00% | -20.0% |
| Q3 2022 | $1,267,000 | 0.0% | 24,542 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $1,267,000 | -6.4% | 24,542 | +8.3% | 0.01% | +25.0% |
| Q1 2022 | $1,354,000 | -6.4% | 22,666 | -0.3% | 0.00% | -20.0% |
| Q4 2021 | $1,446,000 | +70.7% | 22,745 | +69.9% | 0.01% | +66.7% |
| Q3 2021 | $847,000 | +17.3% | 13,384 | +21.8% | 0.00% | +50.0% |
| Q2 2021 | $722,000 | +10.6% | 10,988 | +5.5% | 0.00% | 0.0% |
| Q1 2021 | $653,000 | -7.9% | 10,412 | -11.7% | 0.00% | -33.3% |
| Q4 2020 | $709,000 | +23.5% | 11,789 | +7.2% | 0.00% | 0.0% |
| Q3 2020 | $574,000 | +6.5% | 10,997 | +0.2% | 0.00% | 0.0% |
| Q2 2020 | $539,000 | +19.0% | 10,970 | +1.6% | 0.00% | 0.0% |
| Q1 2020 | $453,000 | -58.2% | 10,795 | -44.5% | 0.00% | -50.0% |
| Q4 2019 | $1,084,000 | +53.5% | 19,462 | +45.4% | 0.01% | +50.0% |
| Q3 2019 | $706,000 | 0.0% | 13,386 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $706,000 | +2.3% | 13,386 | +0.7% | 0.00% | 0.0% |
| Q1 2019 | $690,000 | +46.5% | 13,288 | +33.2% | 0.00% | +33.3% |
| Q4 2018 | $471,000 | -16.3% | 9,974 | -4.3% | 0.00% | -25.0% |
| Q3 2018 | $563,000 | -2.9% | 10,423 | -2.8% | 0.00% | 0.0% |
| Q2 2018 | $580,000 | -11.6% | 10,728 | -7.1% | 0.00% | -20.0% |
| Q1 2018 | $656,000 | +20.4% | 11,542 | +20.2% | 0.01% | +25.0% |
| Q4 2017 | $545,000 | +3.6% | 9,601 | -0.0% | 0.00% | -20.0% |
| Q3 2017 | $526,000 | +4.8% | 9,602 | -0.6% | 0.01% | 0.0% |
| Q2 2017 | $502,000 | +4.4% | 9,658 | -0.1% | 0.01% | -16.7% |
| Q1 2017 | $481,000 | +10.8% | 9,672 | +2.2% | 0.01% | 0.0% |
| Q4 2016 | $434,000 | +21.9% | 9,462 | +25.4% | 0.01% | 0.0% |
| Q3 2016 | $356,000 | +19.9% | 7,543 | +13.2% | 0.01% | 0.0% |
| Q2 2016 | $297,000 | -56.3% | 6,666 | -55.7% | 0.01% | -71.4% |
| Q4 2015 | $679,000 | -68.7% | 15,059 | -65.1% | 0.02% | -77.4% |
| Q2 2015 | $2,170,000 | – | 43,112 | – | 0.09% | – |
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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% |