VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $654,838 | -74.8% | 12,237 | -73.5% | 0.03% | -49.1% |
| Q2 2023 | $2,597,221 | +74.4% | 46,182 | +74.9% | 0.06% | -12.3% |
| Q1 2023 | $1,489,389 | +108693.9% | 26,409 | +9.4% | 0.06% | +75.7% |
| Q4 2022 | $1,369 | -99.9% | 24,140 | +9.0% | 0.04% | +12.1% |
| Q3 2022 | $1,258,000 | +15.8% | 22,152 | +15.9% | 0.03% | -2.9% |
| Q2 2022 | $1,086,000 | -52.6% | 19,114 | -52.3% | 0.03% | +17.2% |
| Q1 2022 | $2,293,000 | +78.9% | 40,063 | +101.6% | 0.03% | +16.0% |
| Q4 2021 | $1,282,000 | -2.4% | 19,869 | -2.9% | 0.02% | -3.8% |
| Q3 2021 | $1,314,000 | +7.0% | 20,458 | +9.5% | 0.03% | +4.0% |
| Q2 2021 | $1,228,000 | +34.1% | 18,677 | +27.4% | 0.02% | +38.9% |
| Q1 2021 | $916,000 | +27.6% | 14,660 | +22.5% | 0.02% | -37.9% |
| Q4 2020 | $718,000 | +8.1% | 11,971 | -5.8% | 0.03% | -27.5% |
| Q3 2020 | $664,000 | -38.5% | 12,708 | -42.0% | 0.04% | -53.5% |
| Q2 2020 | $1,080,000 | -2.3% | 21,898 | -15.6% | 0.09% | -23.2% |
| Q1 2020 | $1,105,000 | -23.8% | 25,953 | -0.0% | 0.11% | +2.8% |
| Q4 2019 | $1,450,000 | +75.5% | 25,958 | +61.4% | 0.11% | +98.2% |
| Q3 2019 | $826,000 | +351.4% | 16,084 | +359.9% | 0.06% | +120.0% |
| Q1 2019 | $183,000 | -77.2% | 3,497 | -79.5% | 0.02% | -49.0% |
| Q4 2018 | $804,000 | -46.6% | 17,059 | -38.9% | 0.05% | -19.7% |
| Q3 2018 | $1,507,000 | -20.7% | 27,910 | -20.6% | 0.06% | -23.8% |
| Q2 2018 | $1,901,000 | -2.8% | 35,138 | +2.0% | 0.08% | -10.1% |
| Q1 2018 | $1,956,000 | 0.0% | 34,437 | 0.0% | 0.09% | 0.0% |
| Q4 2017 | $1,956,000 | -19.3% | 34,437 | -22.3% | 0.09% | -7.3% |
| Q3 2017 | $2,425,000 | +4.6% | 44,317 | -0.7% | 0.10% | -2.0% |
| Q2 2017 | $2,319,000 | -9.5% | 44,616 | -13.5% | 0.10% | -12.5% |
| Q1 2017 | $2,563,000 | +169.8% | 51,584 | +149.1% | 0.11% | +143.5% |
| Q4 2016 | $950,000 | -0.5% | 20,709 | +2.4% | 0.05% | -8.0% |
| Q3 2016 | $955,000 | +17.3% | 20,229 | +10.6% | 0.05% | +11.1% |
| Q2 2016 | $814,000 | +344.8% | 18,295 | +423.2% | 0.04% | +80.0% |
| Q1 2016 | $183,000 | -52.0% | 3,497 | -58.6% | 0.02% | -3.8% |
| Q4 2015 | $381,000 | – | 8,453 | – | 0.03% | – |
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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% |