VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,281,123 | +27.8% | 117,360 | +33.9% | 0.00% | – |
| Q2 2023 | $4,913,500 | -39.5% | 87,616 | -40.5% | 0.00% | – |
| Q1 2023 | $8,127,952 | +181.3% | 147,218 | +163.5% | 0.00% | – |
| Q4 2022 | $2,889,136 | +13.3% | 55,861 | +0.3% | 0.00% | – |
| Q3 2022 | $2,549,000 | -41.5% | 55,705 | -34.0% | 0.00% | – |
| Q2 2022 | $4,359,000 | -22.3% | 84,458 | -10.1% | 0.00% | – |
| Q1 2022 | $5,612,000 | -3.2% | 93,942 | +3.0% | 0.00% | – |
| Q4 2021 | $5,798,000 | +32.8% | 91,204 | +32.2% | 0.00% | – |
| Q3 2021 | $4,365,000 | +7.6% | 69,008 | +11.7% | 0.00% | – |
| Q2 2021 | $4,057,000 | +33.9% | 61,777 | +27.8% | 0.00% | – |
| Q1 2021 | $3,030,000 | +61.3% | 48,330 | +54.8% | 0.00% | – |
| Q4 2020 | $1,878,000 | +133.9% | 31,217 | +102.8% | 0.00% | – |
| Q3 2020 | $803,000 | +13.3% | 15,395 | +6.8% | 0.00% | – |
| Q2 2020 | $709,000 | -76.9% | 14,418 | -80.3% | 0.00% | – |
| Q1 2020 | $3,066,000 | -49.6% | 73,059 | -33.1% | 0.00% | -100.0% |
| Q4 2019 | $6,080,000 | +10.6% | 109,183 | +2.6% | 0.00% | 0.0% |
| Q3 2019 | $5,496,000 | -5.1% | 106,393 | -3.1% | 0.00% | 0.0% |
| Q2 2019 | $5,792,000 | +7.7% | 109,805 | +6.0% | 0.00% | 0.0% |
| Q1 2019 | $5,379,000 | +10.9% | 103,637 | +0.9% | 0.00% | 0.0% |
| Q4 2018 | $4,851,000 | -18.3% | 102,736 | -5.9% | 0.00% | 0.0% |
| Q3 2018 | $5,939,000 | +20.8% | 109,189 | +20.1% | 0.00% | 0.0% |
| Q2 2018 | $4,917,000 | -1.0% | 90,883 | +3.5% | 0.00% | 0.0% |
| Q1 2018 | $4,966,000 | +2.5% | 87,824 | +2.7% | 0.00% | 0.0% |
| Q4 2017 | $4,847,000 | +21.3% | 85,485 | +16.4% | 0.00% | – |
| Q3 2017 | $3,997,000 | +6.8% | 73,444 | +2.0% | 0.00% | – |
| Q2 2017 | $3,744,000 | +6.4% | 72,035 | +2.0% | 0.00% | – |
| Q1 2017 | $3,518,000 | +279.9% | 70,619 | +249.9% | 0.00% | – |
| Q4 2016 | $926,000 | +99.6% | 20,181 | +104.2% | 0.00% | – |
| Q3 2016 | $464,000 | +23.4% | 9,885 | +15.4% | 0.00% | – |
| Q2 2016 | $376,000 | +83.4% | 8,563 | +90.3% | 0.00% | – |
| Q4 2015 | $205,000 | -46.3% | 4,499 | -40.8% | 0.00% | – |
| Q2 2015 | $382,000 | -0.3% | 7,597 | +1.1% | 0.00% | – |
| Q1 2015 | $383,000 | -0.3% | 7,518 | -4.9% | 0.00% | – |
| Q4 2014 | $384,000 | +4.1% | 7,909 | +12.0% | 0.00% | – |
| Q3 2014 | $369,000 | -12.8% | 7,064 | -9.8% | 0.00% | – |
| Q2 2014 | $423,000 | +7.1% | 7,834 | +1.5% | 0.00% | – |
| Q1 2014 | $395,000 | -3.9% | 7,720 | -2.0% | 0.00% | – |
| Q4 2013 | $411,000 | +53.4% | 7,881 | +48.6% | 0.00% | – |
| Q3 2013 | $268,000 | +22.9% | 5,303 | +11.1% | 0.00% | – |
| Q2 2013 | $218,000 | – | 4,773 | – | 0.00% | – |
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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% |