VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $182,000 | -58.9% | 3,517 | -52.5% | 0.14% | +37.0% |
| Q1 2022 | $443,000 | -9.2% | 7,410 | -3.5% | 0.10% | -2.9% |
| Q4 2021 | $488,000 | +18.4% | 7,675 | +17.8% | 0.10% | +10.8% |
| Q3 2021 | $412,000 | -3.7% | 6,518 | 0.0% | 0.09% | -4.1% |
| Q2 2021 | $428,000 | +22.3% | 6,518 | +16.7% | 0.10% | +11.5% |
| Q1 2021 | $350,000 | -43.7% | 5,587 | -46.0% | 0.09% | -24.3% |
| Q4 2020 | $622,000 | +15.2% | 10,344 | 0.0% | 0.12% | +0.9% |
| Q3 2020 | $540,000 | +21.3% | 10,344 | +14.3% | 0.11% | +18.8% |
| Q2 2020 | $445,000 | +1.8% | 9,048 | -13.1% | 0.10% | -15.0% |
| Q1 2020 | $437,000 | -30.1% | 10,411 | -7.3% | 0.11% | -15.0% |
| Q4 2019 | $625,000 | -5.6% | 11,229 | -12.4% | 0.13% | +13.7% |
| Q3 2019 | $662,000 | -0.7% | 12,814 | +3.9% | 0.12% | -23.0% |
| Q2 2019 | $667,000 | -4.4% | 12,330 | -8.3% | 0.15% | +14.3% |
| Q1 2019 | $698,000 | -17.0% | 13,444 | -24.5% | 0.13% | -26.5% |
| Q4 2018 | $841,000 | -12.1% | 17,805 | +0.9% | 0.18% | -5.7% |
| Q3 2018 | $957,000 | -0.5% | 17,651 | -0.8% | 0.19% | -7.7% |
| Q2 2018 | $962,000 | -27.8% | 17,789 | -24.5% | 0.21% | -30.0% |
| Q1 2018 | $1,333,000 | +46.6% | 23,575 | +47.4% | 0.30% | +38.8% |
| Q4 2017 | $909,000 | – | 15,994 | – | 0.21% | – |
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% |