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 | $7,606 | -5.3% | 142,131 | -0.7% | 3.00% | -2.4% |
| Q2 2023 | $8,030 | +3.8% | 143,194 | +2.2% | 3.08% | -2.7% |
| Q1 2023 | $7,735 | +9.9% | 140,113 | +3.0% | 3.16% | +3.3% |
| Q4 2022 | $7,039 | -99.9% | 136,098 | -0.8% | 3.06% | +2.6% |
| Q3 2022 | $6,277,000 | -4.9% | 137,144 | +7.2% | 2.98% | -1.7% |
| Q2 2022 | $6,603,000 | -11.4% | 127,951 | +2.6% | 3.04% | -0.6% |
| Q1 2022 | $7,453,000 | +43.4% | 124,767 | +52.6% | 3.05% | +37.6% |
| Q4 2021 | $5,197,000 | +4.6% | 81,763 | +4.1% | 2.22% | -2.1% |
| Q3 2021 | $4,967,000 | -0.6% | 78,532 | +3.2% | 2.27% | +1.3% |
| Q2 2021 | $4,998,000 | +28.8% | 76,097 | +22.9% | 2.24% | +17.1% |
| Q1 2021 | $3,880,000 | +1974.9% | 61,897 | +1619.8% | 1.91% | +1638.2% |
| Q3 2020 | $187,000 | -13.0% | 3,599 | -17.8% | 0.11% | -27.6% |
| Q2 2020 | $215,000 | -49.2% | 4,376 | -56.6% | 0.15% | -33.9% |
| Q1 2020 | $423,000 | +0.5% | 10,087 | +33.4% | 0.23% | +12.2% |
| Q4 2019 | $421,000 | +321.0% | 7,564 | +295.4% | 0.20% | +206.0% |
| Q2 2019 | $100,000 | -18.0% | 1,913 | -18.8% | 0.07% | -17.3% |
| Q1 2019 | $122,000 | -96.9% | 2,357 | -97.1% | 0.08% | -97.4% |
| Q4 2018 | $3,894,000 | -82.8% | 82,466 | -80.3% | 3.10% | -81.4% |
| Q3 2018 | $22,655,000 | +27.9% | 419,553 | +28.2% | 16.70% | +21.1% |
| Q2 2018 | $17,711,000 | +868.3% | 327,380 | +912.2% | 13.80% | +767.6% |
| Q1 2018 | $1,829,000 | -73.7% | 32,344 | -73.6% | 1.59% | -72.1% |
| Q4 2017 | $6,961,000 | -2.0% | 122,536 | -5.6% | 5.70% | -17.7% |
| Q3 2017 | $7,104,000 | -0.6% | 129,808 | -5.6% | 6.93% | +4.7% |
| Q2 2017 | $7,144,000 | +2.1% | 137,474 | -2.4% | 6.62% | -8.5% |
| Q1 2017 | $6,999,000 | -58.3% | 140,889 | -60.4% | 7.23% | -50.1% |
| Q4 2016 | $16,788,000 | 0.0% | 355,608 | 0.0% | 14.49% | 0.0% |
| Q3 2016 | $16,788,000 | +7.1% | 355,608 | +0.9% | 14.49% | +3.1% |
| Q2 2016 | $15,669,000 | -20.4% | 352,286 | -19.6% | 14.06% | -12.0% |
| Q1 2016 | $19,681,000 | +133.3% | 438,132 | +134.3% | 15.97% | +126.9% |
| Q4 2015 | $8,435,000 | +9.6% | 186,977 | +7.7% | 7.04% | +12.0% |
| Q3 2015 | $7,697,000 | -12.5% | 173,665 | -0.6% | 6.29% | -6.8% |
| Q2 2015 | $8,793,000 | -1.1% | 174,716 | -1.1% | 6.74% | +10.3% |
| Q1 2015 | $8,894,000 | – | 176,637 | – | 6.11% | – |
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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% |