VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,834,186 | -99.2% | 90,858 | -99.3% | 0.01% | -99.2% |
Q2 2023 | $748,222,893 | -4.5% | 13,342,063 | -6.0% | 1.20% | -9.0% |
Q1 2023 | $783,825,424 | +6.9% | 14,197,164 | +0.1% | 1.32% | +2.0% |
Q4 2022 | $733,200,355 | +64.4% | 14,176,341 | +45.4% | 1.30% | +40.9% |
Q3 2022 | $446,103,000 | -3.5% | 9,746,620 | +8.9% | 0.92% | +2.8% |
Q2 2022 | $462,063,000 | +3.8% | 8,952,975 | +20.2% | 0.90% | +20.9% |
Q1 2022 | $445,034,000 | -29.9% | 7,449,505 | -25.4% | 0.74% | -26.0% |
Q4 2021 | $634,694,000 | +197624.0% | 9,984,165 | +197137.6% | 1.00% | +100000.0% |
Q3 2021 | $321,000 | -35.8% | 5,062 | -33.5% | 0.00% | 0.0% |
Q2 2021 | $500,000 | +47.9% | 7,611 | +41.0% | 0.00% | 0.0% |
Q1 2021 | $338,000 | +21.1% | 5,396 | +16.5% | 0.00% | 0.0% |
Q4 2020 | $279,000 | -4.5% | 4,631 | -17.4% | 0.00% | 0.0% |
Q3 2020 | $292,000 | -18.0% | 5,605 | -22.4% | 0.00% | 0.0% |
Q2 2020 | $356,000 | -38.4% | 7,225 | -47.6% | 0.00% | -50.0% |
Q1 2020 | $578,000 | -32.9% | 13,785 | -10.9% | 0.00% | 0.0% |
Q4 2019 | $861,000 | +8.4% | 15,466 | +0.5% | 0.00% | 0.0% |
Q3 2019 | $794,000 | +14.1% | 15,385 | +16.6% | 0.00% | 0.0% |
Q2 2019 | $696,000 | +4.2% | 13,194 | +2.6% | 0.00% | 0.0% |
Q1 2019 | $668,000 | +4.2% | 12,859 | -5.4% | 0.00% | 0.0% |
Q4 2018 | $641,000 | -11.8% | 13,587 | +0.8% | 0.00% | 0.0% |
Q3 2018 | $727,000 | +7.2% | 13,477 | +7.5% | 0.00% | 0.0% |
Q2 2018 | $678,000 | -5.0% | 12,540 | -0.7% | 0.00% | 0.0% |
Q1 2018 | $714,000 | +18.8% | 12,627 | +19.3% | 0.00% | 0.0% |
Q4 2017 | $601,000 | +4.7% | 10,587 | +1.0% | 0.00% | 0.0% |
Q3 2017 | $574,000 | +141.2% | 10,487 | +128.8% | 0.00% | +100.0% |
Q2 2017 | $238,000 | -53.4% | 4,584 | -55.5% | 0.00% | -50.0% |
Q1 2017 | $511,000 | +364.5% | 10,292 | +326.5% | 0.00% | – |
Q4 2016 | $110,000 | -3.5% | 2,413 | 0.0% | 0.00% | – |
Q3 2016 | $114,000 | +4.6% | 2,413 | -2.0% | 0.00% | – |
Q2 2016 | $109,000 | -3.5% | 2,463 | -2.0% | 0.00% | – |
Q1 2016 | $113,000 | 0.0% | 2,513 | 0.0% | 0.00% | – |
Q4 2015 | $113,000 | -95.3% | 2,513 | -95.4% | 0.00% | -100.0% |
Q3 2015 | $2,429,000 | +1320.5% | 54,815 | +1509.8% | 0.01% | +900.0% |
Q2 2015 | $171,000 | -0.6% | 3,405 | -0.4% | 0.00% | 0.0% |
Q1 2015 | $172,000 | +7.5% | 3,420 | +3.2% | 0.00% | 0.0% |
Q4 2014 | $160,000 | -11.1% | 3,315 | -5.9% | 0.00% | 0.0% |
Q3 2014 | $180,000 | -2.2% | 3,522 | +3.6% | 0.00% | 0.0% |
Q2 2014 | $184,000 | +196.8% | 3,400 | +183.3% | 0.00% | – |
Q1 2014 | $62,000 | +19.2% | 1,200 | +20.0% | 0.00% | – |
Q4 2013 | $52,000 | +4.0% | 1,000 | 0.0% | 0.00% | – |
Q3 2013 | $50,000 | +8.7% | 1,000 | 0.0% | 0.00% | – |
Q2 2013 | $46,000 | – | 1,000 | – | 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% |