VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,196,268 | +19.0% | 59,721 | +24.7% | 0.02% | +25.0% |
| Q2 2023 | $2,685,335 | +0.9% | 47,884 | -0.7% | 0.01% | 0.0% |
| Q1 2023 | $2,661,067 | +7.6% | 48,199 | +0.8% | 0.01% | 0.0% |
| Q4 2022 | $2,473,457 | +7.0% | 47,824 | -5.3% | 0.01% | 0.0% |
| Q3 2022 | $2,312,000 | -19.9% | 50,512 | -9.7% | 0.01% | -14.3% |
| Q2 2022 | $2,888,000 | -13.6% | 55,954 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $3,343,000 | -13.2% | 55,954 | -7.7% | 0.01% | -6.7% |
| Q4 2021 | $3,853,000 | +1.9% | 60,611 | +1.4% | 0.02% | -6.2% |
| Q3 2021 | $3,780,000 | -3.1% | 59,757 | +0.7% | 0.02% | -5.9% |
| Q2 2021 | $3,899,000 | +18.8% | 59,370 | +13.4% | 0.02% | +13.3% |
| Q1 2021 | $3,282,000 | +4.7% | 52,350 | +0.4% | 0.02% | 0.0% |
| Q4 2020 | $3,136,000 | +15.8% | 52,126 | +0.4% | 0.02% | 0.0% |
| Q3 2020 | $2,708,000 | +10.9% | 51,905 | +4.5% | 0.02% | 0.0% |
| Q2 2020 | $2,442,000 | +11.5% | 49,671 | -4.9% | 0.02% | -6.2% |
| Q1 2020 | $2,191,000 | -25.4% | 52,210 | -1.0% | 0.02% | 0.0% |
| Q4 2019 | $2,938,000 | +7.0% | 52,763 | -0.8% | 0.02% | 0.0% |
| Q3 2019 | $2,746,000 | -1.1% | 53,164 | +1.0% | 0.02% | -5.9% |
| Q2 2019 | $2,776,000 | +12.2% | 52,631 | +10.4% | 0.02% | +6.2% |
| Q1 2019 | $2,475,000 | +9.9% | 47,692 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $2,252,000 | -12.0% | 47,692 | +0.7% | 0.02% | 0.0% |
| Q3 2018 | $2,558,000 | -0.6% | 47,362 | -0.4% | 0.02% | -5.9% |
| Q2 2018 | $2,574,000 | -4.0% | 47,572 | +0.4% | 0.02% | -5.6% |
| Q1 2018 | $2,681,000 | +10.2% | 47,402 | +10.7% | 0.02% | +5.9% |
| Q4 2017 | $2,432,000 | +3.8% | 42,802 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $2,343,000 | +5.4% | 42,802 | 0.0% | 0.02% | +6.2% |
| Q2 2017 | $2,224,000 | +4.0% | 42,802 | -0.6% | 0.02% | 0.0% |
| Q1 2017 | $2,139,000 | +27.2% | 43,057 | +17.5% | 0.02% | +14.3% |
| Q4 2016 | $1,682,000 | -2.0% | 36,659 | +0.9% | 0.01% | 0.0% |
| Q3 2016 | $1,716,000 | +5.5% | 36,347 | -0.6% | 0.01% | 0.0% |
| Q2 2016 | $1,626,000 | -0.4% | 36,557 | +0.6% | 0.01% | 0.0% |
| Q1 2016 | $1,633,000 | 0.0% | 36,347 | +0.4% | 0.01% | 0.0% |
| Q4 2015 | $1,633,000 | -0.8% | 36,206 | -2.5% | 0.01% | -6.7% |
| Q3 2015 | $1,646,000 | +19.7% | 37,142 | +36.0% | 0.02% | +25.0% |
| Q2 2015 | $1,375,000 | +11.2% | 27,317 | +11.3% | 0.01% | +9.1% |
| Q1 2015 | $1,236,000 | +8.7% | 24,544 | +4.3% | 0.01% | +10.0% |
| Q4 2014 | $1,137,000 | +46.1% | 23,525 | +54.2% | 0.01% | +42.9% |
| Q3 2014 | $778,000 | +4.7% | 15,261 | +11.6% | 0.01% | 0.0% |
| Q2 2014 | $743,000 | +2.9% | 13,680 | -1.1% | 0.01% | 0.0% |
| Q1 2014 | $722,000 | -33.0% | 13,830 | -32.8% | 0.01% | -30.0% |
| Q4 2013 | $1,077,000 | +86.0% | 20,568 | +78.2% | 0.01% | +66.7% |
| Q3 2013 | $579,000 | +9.9% | 11,540 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $527,000 | – | 11,540 | – | 0.01% | – |
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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% |