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 | $6,076,343 | -0.4% | 113,534 | +4.4% | 0.01% | 0.0% |
| Q2 2023 | $6,100,802 | +3.6% | 108,787 | +2.0% | 0.01% | 0.0% |
| Q1 2023 | $5,887,985 | +9.0% | 106,647 | +2.2% | 0.01% | 0.0% |
| Q4 2022 | $5,399,471 | -11.8% | 104,398 | -22.0% | 0.01% | -16.7% |
| Q3 2022 | $6,122,000 | -10.8% | 133,783 | +0.5% | 0.01% | -14.3% |
| Q2 2022 | $6,866,000 | -11.1% | 133,053 | +2.9% | 0.01% | 0.0% |
| Q1 2022 | $7,721,000 | -13.3% | 129,245 | -7.8% | 0.01% | 0.0% |
| Q4 2021 | $8,908,000 | +11.0% | 140,119 | +10.4% | 0.01% | 0.0% |
| Q3 2021 | $8,025,000 | +6.2% | 126,875 | +10.2% | 0.01% | 0.0% |
| Q2 2021 | $7,560,000 | +8.4% | 115,115 | +3.5% | 0.01% | 0.0% |
| Q1 2021 | $6,977,000 | +3.1% | 111,264 | -1.1% | 0.01% | 0.0% |
| Q4 2020 | $6,768,000 | +26.6% | 112,483 | +9.7% | 0.01% | 0.0% |
| Q3 2020 | $5,348,000 | +8.3% | 102,519 | +2.1% | 0.01% | 0.0% |
| Q2 2020 | $4,938,000 | +19.7% | 100,458 | +2.2% | 0.01% | +40.0% |
| Q1 2020 | $4,124,000 | -21.9% | 98,299 | +3.7% | 0.01% | 0.0% |
| Q4 2019 | $5,281,000 | +20.9% | 94,817 | +12.2% | 0.01% | +25.0% |
| Q3 2019 | $4,368,000 | +8.4% | 84,530 | +10.7% | 0.00% | 0.0% |
| Q2 2019 | $4,029,000 | -7.3% | 76,370 | -8.8% | 0.00% | 0.0% |
| Q1 2019 | $4,346,000 | +22.0% | 83,764 | +11.0% | 0.00% | 0.0% |
| Q4 2018 | $3,563,000 | -39.9% | 75,463 | -31.2% | 0.00% | -33.3% |
| Q3 2018 | $5,924,000 | -34.4% | 109,681 | -34.3% | 0.01% | -33.3% |
| Q2 2018 | $9,036,000 | +7.2% | 167,040 | +12.1% | 0.01% | +12.5% |
| Q1 2018 | $8,426,000 | +58.6% | 149,005 | +59.3% | 0.01% | +60.0% |
| Q4 2017 | $5,314,000 | +101.1% | 93,525 | +93.7% | 0.01% | +66.7% |
| Q3 2017 | $2,642,000 | +14.8% | 48,295 | +9.0% | 0.00% | +50.0% |
| Q2 2017 | $2,302,000 | +39.5% | 44,298 | +33.4% | 0.00% | 0.0% |
| Q1 2017 | $1,650,000 | +86.7% | 33,197 | +72.2% | 0.00% | +100.0% |
| Q4 2016 | $884,000 | +26.8% | 19,281 | +30.4% | 0.00% | 0.0% |
| Q3 2016 | $697,000 | -12.9% | 14,781 | -17.9% | 0.00% | 0.0% |
| Q2 2016 | $800,000 | +6.0% | 18,004 | +7.1% | 0.00% | 0.0% |
| Q1 2016 | $755,000 | -3.6% | 16,808 | -3.2% | 0.00% | 0.0% |
| Q4 2015 | $783,000 | +1.0% | 17,363 | -0.8% | 0.00% | 0.0% |
| Q3 2015 | $775,000 | -26.5% | 17,503 | -16.5% | 0.00% | 0.0% |
| Q2 2015 | $1,055,000 | +44.3% | 20,957 | +44.1% | 0.00% | 0.0% |
| Q1 2015 | $731,000 | +67.7% | 14,545 | +61.6% | 0.00% | – |
| Q4 2014 | $436,000 | -5.2% | 9,000 | 0.0% | 0.00% | -100.0% |
| Q3 2014 | $460,000 | -5.7% | 9,000 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $488,000 | +3.8% | 9,000 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $470,000 | -0.4% | 9,000 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $472,000 | -11.9% | 9,000 | -15.7% | 0.00% | 0.0% |
| Q3 2013 | $536,000 | +30.1% | 10,682 | +18.7% | 0.00% | 0.0% |
| Q2 2013 | $412,000 | – | 9,000 | – | 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% |