VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 360 filers reported holding VANGUARD STAR FDS in Q1 2018. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $31,684,597 | +1.3% | 592,014 | +6.2% | 0.00% | 0.0% |
Q2 2023 | $31,269,777 | +6.0% | 557,592 | +4.3% | 0.00% | -25.0% |
Q1 2023 | $29,511,665 | +107195.6% | 534,538 | +0.5% | 0.00% | 0.0% |
Q4 2022 | $27,505 | -99.8% | 531,810 | +37.2% | 0.00% | +33.3% |
Q3 2022 | $17,746,000 | -22.1% | 387,705 | -12.1% | 0.00% | 0.0% |
Q2 2022 | $22,770,000 | -8.8% | 441,186 | +5.6% | 0.00% | 0.0% |
Q1 2022 | $24,961,000 | +4.4% | 417,833 | +11.1% | 0.00% | 0.0% |
Q4 2021 | $23,917,000 | +2.1% | 376,238 | +1.6% | 0.00% | 0.0% |
Q3 2021 | $23,433,000 | -5.4% | 370,421 | -1.8% | 0.00% | 0.0% |
Q2 2021 | $24,781,000 | +6.4% | 377,303 | +1.6% | 0.00% | 0.0% |
Q1 2021 | $23,296,000 | +53.7% | 371,529 | +47.5% | 0.00% | +50.0% |
Q4 2020 | $15,154,000 | +34.2% | 251,894 | +16.2% | 0.00% | 0.0% |
Q3 2020 | $11,294,000 | -26.3% | 216,693 | -30.5% | 0.00% | -33.3% |
Q2 2020 | $15,328,000 | -37.5% | 311,753 | -46.7% | 0.00% | -50.0% |
Q1 2020 | $24,530,000 | -4.5% | 584,588 | +26.7% | 0.01% | +20.0% |
Q4 2019 | $25,687,000 | +26.8% | 461,253 | +17.6% | 0.01% | +25.0% |
Q3 2019 | $20,261,000 | -4.0% | 392,185 | -2.3% | 0.00% | 0.0% |
Q2 2019 | $21,099,000 | -7.8% | 401,510 | -8.9% | 0.00% | -20.0% |
Q1 2019 | $22,883,000 | +16.8% | 440,905 | +6.3% | 0.01% | 0.0% |
Q4 2018 | $19,592,000 | +7.7% | 414,909 | +23.2% | 0.01% | +66.7% |
Q3 2018 | $18,189,000 | +0.4% | 336,827 | +0.6% | 0.00% | -25.0% |
Q2 2018 | $18,117,000 | -0.2% | 334,893 | +4.3% | 0.00% | 0.0% |
Q1 2018 | $18,153,000 | +28.0% | 321,005 | +28.6% | 0.00% | +33.3% |
Q4 2017 | $14,179,000 | +27.1% | 249,586 | +21.8% | 0.00% | +50.0% |
Q3 2017 | $11,155,000 | +4.7% | 204,984 | +0.0% | 0.00% | 0.0% |
Q2 2017 | $10,651,000 | +8.8% | 204,953 | +4.0% | 0.00% | 0.0% |
Q1 2017 | $9,789,000 | +24.0% | 197,048 | +14.5% | 0.00% | 0.0% |
Q4 2016 | $7,897,000 | +3110.2% | 172,126 | +3205.0% | 0.00% | – |
Q3 2016 | $246,000 | +53.8% | 5,208 | +44.5% | 0.00% | – |
Q2 2016 | $160,000 | -7.0% | 3,605 | -6.1% | 0.00% | – |
Q1 2016 | $172,000 | -69.8% | 3,838 | -69.6% | 0.00% | – |
Q4 2015 | $570,000 | -51.6% | 12,638 | -45.9% | 0.00% | – |
Q1 2015 | $1,177,000 | +340.8% | 23,370 | +346.2% | 0.00% | – |
Q3 2014 | $267,000 | +3.9% | 5,237 | +10.6% | 0.00% | – |
Q2 2014 | $257,000 | +14.2% | 4,737 | +9.9% | 0.00% | – |
Q1 2014 | $225,000 | -94.0% | 4,310 | -93.9% | 0.00% | -100.0% |
Q4 2013 | $3,720,000 | +24.5% | 71,021 | +19.2% | 0.00% | 0.0% |
Q3 2013 | $2,989,000 | +37.9% | 59,583 | +25.5% | 0.00% | 0.0% |
Q2 2013 | $2,168,000 | – | 47,460 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Louis-Dreyfus Family Office LLC | 733,836 | $37,873,000 | 50.94% |
OIKOS HOLDINGS LLC | 1,768,636 | $91,279,000 | 30.40% |
Sageworth Trust Co | 4,856,259 | $250,632,000 | 21.52% |
SAM Advisors, LLC | 652,744 | $33,659,000 | 16.86% |
Blooom, Inc. | 179,808 | $9,281,000 | 15.95% |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 496,548 | $25,627,000 | 15.81% |
Mosaic Advisors LLC | 399,256 | $20,606,000 | 15.43% |
UNIVEST FINANCIAL Corp | 741,908 | $38,290,000 | 12.49% |
Sunflower Bank, N.A. | 1,163,228 | $60,034,000 | 11.87% |
Gibson Wealth Advisors LLC | 190,183 | $9,815,000 | 10.94% |