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 | $413,068 | -3.8% | 7,718 | +0.8% | 0.03% | -5.7% |
| Q2 2023 | $429,573 | +1.0% | 7,660 | -0.5% | 0.04% | -5.4% |
| Q1 2023 | $425,117 | +4.2% | 7,700 | -2.4% | 0.04% | +2.8% |
| Q4 2022 | $408,019 | +13.3% | 7,889 | +0.2% | 0.04% | +2.9% |
| Q3 2022 | $360,000 | +5.0% | 7,874 | +18.4% | 0.04% | +2.9% |
| Q2 2022 | $343,000 | -13.6% | 6,648 | +0.1% | 0.03% | 0.0% |
| Q1 2022 | $397,000 | +1.8% | 6,639 | +8.1% | 0.03% | 0.0% |
| Q4 2021 | $390,000 | +10.2% | 6,139 | +9.6% | 0.03% | +3.0% |
| Q3 2021 | $354,000 | +13.1% | 5,600 | +17.6% | 0.03% | +10.0% |
| Q2 2021 | $313,000 | +7.6% | 4,762 | +2.7% | 0.03% | 0.0% |
| Q1 2021 | $291,000 | +4.3% | 4,637 | 0.0% | 0.03% | -6.2% |
| Q4 2020 | $279,000 | +20.3% | 4,637 | +4.2% | 0.03% | +3.2% |
| Q3 2020 | $232,000 | +7.9% | 4,452 | +1.6% | 0.03% | -6.1% |
| Q2 2020 | $215,000 | -84.5% | 4,382 | -86.7% | 0.03% | -88.3% |
| Q1 2020 | $1,386,000 | -66.0% | 33,042 | -54.9% | 0.28% | -57.6% |
| Q4 2019 | $4,081,000 | +10.1% | 73,279 | +2.2% | 0.67% | +0.6% |
| Q3 2019 | $3,706,000 | -2.3% | 71,734 | -0.3% | 0.66% | -5.8% |
| Q2 2019 | $3,795,000 | +1.7% | 71,934 | +0.0% | 0.70% | -3.2% |
| Q1 2019 | $3,732,000 | +8.0% | 71,909 | -1.7% | 0.73% | -6.4% |
| Q4 2018 | $3,455,000 | +188.9% | 73,159 | +230.4% | 0.78% | +217.6% |
| Q3 2018 | $1,196,000 | +41.7% | 22,142 | +41.9% | 0.24% | +34.6% |
| Q2 2018 | $844,000 | -4.3% | 15,600 | 0.0% | 0.18% | -8.1% |
| Q1 2018 | $882,000 | -0.5% | 15,600 | 0.0% | 0.20% | +2.1% |
| Q4 2017 | $886,000 | +3.7% | 15,600 | 0.0% | 0.19% | -7.6% |
| Q3 2017 | $854,000 | +5.3% | 15,600 | 0.0% | 0.21% | -2.8% |
| Q2 2017 | $811,000 | +4.6% | 15,600 | 0.0% | 0.22% | +0.5% |
| Q1 2017 | $775,000 | +8.2% | 15,600 | 0.0% | 0.22% | -0.9% |
| Q4 2016 | $716,000 | +4375.0% | 15,600 | +4282.0% | 0.22% | +4240.0% |
| Q2 2016 | $16,000 | 0.0% | 356 | 0.0% | 0.01% | -16.7% |
| Q1 2016 | $16,000 | +60.0% | 356 | +54.8% | 0.01% | +50.0% |
| Q4 2015 | $10,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $10,000 | -16.7% | 230 | 0.0% | 0.00% | -20.0% |
| Q2 2015 | $12,000 | 0.0% | 230 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $12,000 | +9.1% | 230 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $11,000 | – | 230 | – | 0.01% | – |
Download | ||||||
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% |