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 | $42,182,882 | +6.2% | 788,167 | +11.2% | 0.06% | +9.3% |
| Q2 2023 | $39,732,227 | -2.6% | 708,494 | -4.1% | 0.05% | -6.9% |
| Q1 2023 | $40,798,698 | +15.5% | 738,965 | +8.2% | 0.06% | +9.4% |
| Q4 2022 | $35,314,060 | +18.3% | 682,797 | +4.7% | 0.05% | +8.2% |
| Q3 2022 | $29,848,000 | -16.5% | 652,121 | -5.8% | 0.05% | -12.5% |
| Q2 2022 | $35,747,000 | -5.7% | 692,623 | +9.2% | 0.06% | +7.7% |
| Q1 2022 | $37,904,000 | -7.4% | 634,503 | -1.5% | 0.05% | -3.7% |
| Q4 2021 | $40,937,000 | +6.7% | 643,971 | +6.1% | 0.05% | -3.6% |
| Q3 2021 | $38,383,000 | +1.7% | 606,760 | +5.6% | 0.06% | 0.0% |
| Q2 2021 | $37,743,000 | +18.3% | 574,650 | +13.0% | 0.06% | +5.7% |
| Q1 2021 | $31,897,000 | +25.1% | 508,727 | +20.1% | 0.05% | +17.8% |
| Q4 2020 | $25,488,000 | +16.2% | 423,681 | +0.8% | 0.04% | 0.0% |
| Q3 2020 | $21,929,000 | +13.2% | 420,332 | +6.7% | 0.04% | 0.0% |
| Q2 2020 | $19,371,000 | +34.2% | 393,960 | +14.9% | 0.04% | +12.5% |
| Q1 2020 | $14,437,000 | -21.0% | 342,867 | +4.6% | 0.04% | +5.3% |
| Q4 2019 | $18,269,000 | +11.0% | 327,636 | +2.6% | 0.04% | -9.5% |
| Q3 2019 | $16,464,000 | -4.5% | 319,254 | -2.4% | 0.04% | -4.5% |
| Q2 2019 | $17,235,000 | +2.0% | 327,168 | +0.5% | 0.04% | -8.3% |
| Q1 2019 | $16,896,000 | +18.6% | 325,623 | +8.1% | 0.05% | +4.3% |
| Q4 2018 | $14,245,000 | +84.8% | 301,340 | +110.9% | 0.05% | +109.1% |
| Q3 2018 | $7,707,000 | +4.3% | 142,900 | +3.8% | 0.02% | -4.3% |
| Q2 2018 | $7,386,000 | -18.2% | 137,682 | -13.9% | 0.02% | -17.9% |
| Q1 2018 | $9,027,000 | +14.8% | 159,825 | +14.9% | 0.03% | +12.0% |
| Q4 2017 | $7,866,000 | +38.8% | 139,056 | +34.0% | 0.02% | +25.0% |
| Q3 2017 | $5,667,000 | -10.2% | 103,764 | -14.9% | 0.02% | -13.0% |
| Q2 2017 | $6,308,000 | +47.9% | 121,906 | +42.3% | 0.02% | +35.3% |
| Q1 2017 | $4,265,000 | +451.7% | 85,663 | +408.7% | 0.02% | +466.7% |
| Q4 2016 | $773,000 | +115.9% | 16,841 | +109.6% | 0.00% | +50.0% |
| Q2 2016 | $358,000 | -57.9% | 8,036 | -57.6% | 0.00% | -60.0% |
| Q1 2016 | $851,000 | +29.7% | 18,948 | +30.4% | 0.01% | +66.7% |
| Q4 2015 | $656,000 | +109.6% | 14,528 | +106.1% | 0.00% | +50.0% |
| Q3 2015 | $313,000 | -23.7% | 7,050 | -13.5% | 0.00% | +100.0% |
| Q2 2015 | $410,000 | +96.2% | 8,148 | +87.8% | 0.00% | 0.0% |
| Q4 2014 | $209,000 | – | 4,338 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Louis-Dreyfus Family Office LLC | 733,836 | $37,873,000 | 50.94% |
| OIKOS HOLDINGS LLC | 1,768,636 | $91,279,000 | 30.40% |
| Sageworth Trust Co | 4,856,259 | $250,632,000 | 21.52% |
| SAM Advisors, LLC | 652,744 | $33,659,000 | 16.86% |
| Blooom, Inc. | 179,808 | $9,281,000 | 15.95% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 496,548 | $25,627,000 | 15.81% |
| Mosaic Advisors LLC | 399,256 | $20,606,000 | 15.43% |
| UNIVEST FINANCIAL Corp | 741,908 | $38,290,000 | 12.49% |
| Sunflower Bank, N.A. | 1,163,228 | $60,034,000 | 11.87% |
| Gibson Wealth Advisors LLC | 190,183 | $9,815,000 | 10.94% |