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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $598,226,212 | +0.6% | 11,177,620 | +5.4% | 0.07% | +6.5% |
| Q2 2023 | $594,606,948 | -4.2% | 10,602,834 | -5.7% | 0.06% | -3.1% |
| Q1 2023 | $620,613,957 | +12.8% | 11,240,970 | +5.6% | 0.06% | +1.6% |
| Q4 2022 | $550,426,708 | -3.6% | 10,642,434 | -14.7% | 0.06% | -7.4% |
| Q3 2022 | $570,926,000 | -4.9% | 12,473,793 | +7.2% | 0.07% | 0.0% |
| Q2 2022 | $600,500,000 | -9.5% | 11,635,321 | +4.7% | 0.07% | +4.6% |
| Q1 2022 | $663,596,000 | -5.6% | 11,108,061 | +0.4% | 0.06% | -4.4% |
| Q4 2021 | $703,160,000 | +5.0% | 11,061,200 | +4.5% | 0.07% | -1.4% |
| Q3 2021 | $669,881,000 | +4.1% | 10,589,335 | +8.1% | 0.07% | +3.0% |
| Q2 2021 | $643,660,000 | +15.4% | 9,799,939 | +10.2% | 0.07% | +6.3% |
| Q1 2021 | $557,741,000 | +18.8% | 8,895,396 | +14.0% | 0.06% | +5.0% |
| Q4 2020 | $469,453,000 | +23.6% | 7,803,398 | +7.2% | 0.06% | +15.4% |
| Q3 2020 | $379,804,000 | +6.1% | 7,280,125 | -0.0% | 0.05% | -3.7% |
| Q2 2020 | $358,043,000 | +14.2% | 7,281,756 | -2.5% | 0.05% | -3.6% |
| Q1 2020 | $313,438,000 | -55.3% | 7,469,906 | -40.7% | 0.06% | -44.0% |
| Q4 2019 | $701,130,000 | +11.6% | 12,589,876 | +3.5% | 0.10% | +7.5% |
| Q3 2019 | $628,250,000 | -5.7% | 12,161,241 | -3.8% | 0.09% | -7.9% |
| Q2 2019 | $666,568,000 | +10.0% | 12,636,370 | +8.2% | 0.10% | +7.4% |
| Q1 2019 | $605,860,000 | +17.4% | 11,673,591 | +6.8% | 0.09% | +3.3% |
| Q4 2018 | $516,128,000 | +4.9% | 10,930,280 | +20.0% | 0.09% | +18.2% |
| Q3 2018 | $491,893,000 | -4.1% | 9,109,136 | -4.0% | 0.08% | -9.4% |
| Q2 2018 | $513,184,000 | -4.2% | 9,485,846 | +0.1% | 0.08% | -7.6% |
| Q1 2018 | $535,650,000 | -0.1% | 9,472,136 | +0.3% | 0.09% | +2.2% |
| Q4 2017 | $536,394,000 | +11.0% | 9,441,907 | +7.0% | 0.09% | +16.9% |
| Q3 2017 | $483,105,000 | +8.9% | 8,827,054 | +3.4% | 0.08% | -12.5% |
| Q2 2017 | $443,443,000 | +15.6% | 8,532,683 | +10.5% | 0.09% | +15.8% |
| Q1 2017 | $383,479,000 | +12.4% | 7,718,974 | +3.8% | 0.08% | +2.7% |
| Q4 2016 | $341,086,000 | -40.4% | 7,434,294 | -38.7% | 0.07% | -41.3% |
| Q3 2016 | $572,620,000 | +78.5% | 12,129,227 | +68.2% | 0.13% | +70.3% |
| Q2 2016 | $320,828,000 | -16.0% | 7,212,852 | -15.2% | 0.07% | -20.4% |
| Q1 2016 | $381,984,000 | +148.9% | 8,503,648 | +149.9% | 0.09% | +158.3% |
| Q4 2015 | $153,483,000 | +8.3% | 3,402,430 | +6.4% | 0.04% | +2.9% |
| Q3 2015 | $141,716,000 | +1.8% | 3,197,557 | +15.7% | 0.04% | -22.2% |
| Q2 2015 | $139,145,000 | +12.9% | 2,764,628 | +13.0% | 0.04% | +9.8% |
| Q1 2015 | $123,216,000 | +12.5% | 2,447,175 | +8.1% | 0.04% | +5.1% |
| Q4 2014 | $109,480,000 | +10.1% | 2,264,791 | +16.2% | 0.04% | +21.9% |
| Q3 2014 | $99,429,000 | +11.9% | 1,949,599 | +19.1% | 0.03% | +14.3% |
| Q2 2014 | $88,867,000 | +13.7% | 1,636,893 | +9.4% | 0.03% | -3.4% |
| Q1 2014 | $78,136,000 | +6.8% | 1,496,850 | +7.2% | 0.03% | +11.5% |
| Q4 2013 | $73,173,000 | +15.5% | 1,396,957 | +10.6% | 0.03% | +4.0% |
| Q3 2013 | $63,361,000 | +19.6% | 1,263,408 | +8.9% | 0.02% | +13.6% |
| Q2 2013 | $52,982,000 | – | 1,159,858 | – | 0.02% | – |
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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% |