VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $167,274,725 | -8.7% | 3,125,215 | -4.4% | 0.06% | -3.5% |
Q2 2023 | $183,210,757 | +27.1% | 3,267,414 | +25.2% | 0.06% | +21.3% |
Q1 2023 | $144,110,143 | +19.6% | 2,610,281 | +12.2% | 0.05% | +14.6% |
Q4 2022 | $120,498,000 | +3.5% | 2,325,754 | -8.8% | 0.04% | -4.7% |
Q3 2022 | $116,375,000 | -8.9% | 2,549,974 | +3.5% | 0.04% | -4.4% |
Q2 2022 | $127,797,000 | -36.8% | 2,462,609 | -26.6% | 0.04% | -25.0% |
Q1 2022 | $202,240,000 | -34.3% | 3,356,252 | -30.6% | 0.06% | -29.4% |
Q4 2021 | $307,954,000 | +8.0% | 4,833,768 | +7.0% | 0.08% | -6.6% |
Q3 2021 | $285,202,000 | -1.2% | 4,515,499 | +2.7% | 0.09% | +2.2% |
Q2 2021 | $288,568,000 | +18.2% | 4,397,835 | +12.6% | 0.09% | +9.9% |
Q1 2021 | $244,231,000 | -3.0% | 3,905,071 | -5.9% | 0.08% | -9.0% |
Q4 2020 | $251,860,000 | +33.1% | 4,149,802 | +13.9% | 0.09% | +15.6% |
Q3 2020 | $189,290,000 | +3.4% | 3,641,814 | +0.4% | 0.08% | -1.3% |
Q2 2020 | $183,078,000 | +22.8% | 3,628,310 | +3.4% | 0.08% | 0.0% |
Q1 2020 | $149,142,000 | -25.4% | 3,510,454 | -1.6% | 0.08% | -6.0% |
Q4 2019 | $199,807,000 | +9.3% | 3,567,698 | +1.3% | 0.08% | +1.2% |
Q3 2019 | $182,784,000 | +14.9% | 3,520,637 | +16.7% | 0.08% | +15.5% |
Q2 2019 | $159,042,000 | +333.0% | 3,017,511 | +327.1% | 0.07% | +317.6% |
Q1 2019 | $36,732,000 | -1.9% | 706,577 | -10.9% | 0.02% | -10.5% |
Q4 2018 | $37,438,000 | -33.8% | 793,013 | +24.0% | 0.02% | -5.0% |
Q3 2018 | $56,555,000 | +64.8% | 639,388 | +1.0% | 0.02% | +33.3% |
Q2 2018 | $34,317,000 | +17.9% | 633,010 | +23.0% | 0.02% | +15.4% |
Q1 2018 | $29,113,000 | +9.1% | 514,809 | +9.5% | 0.01% | +8.3% |
Q4 2017 | $26,693,000 | +31.2% | 470,324 | +26.0% | 0.01% | +20.0% |
Q3 2017 | $20,348,000 | +2.4% | 373,169 | -3.0% | 0.01% | 0.0% |
Q2 2017 | $19,874,000 | +55.4% | 384,706 | +49.0% | 0.01% | +42.9% |
Q1 2017 | $12,786,000 | +44.5% | 258,189 | +33.9% | 0.01% | +40.0% |
Q4 2016 | $8,846,000 | +75.5% | 192,818 | +80.7% | 0.01% | +66.7% |
Q3 2016 | $5,041,000 | +2.7% | 106,713 | -3.3% | 0.00% | 0.0% |
Q2 2016 | $4,907,000 | -27.2% | 110,326 | -26.7% | 0.00% | -25.0% |
Q1 2016 | $6,742,000 | +10.2% | 150,460 | +10.6% | 0.00% | 0.0% |
Q4 2015 | $6,120,000 | +58.4% | 136,051 | +56.2% | 0.00% | +100.0% |
Q3 2015 | $3,864,000 | +24.0% | 87,083 | +40.8% | 0.00% | 0.0% |
Q2 2015 | $3,115,000 | +44.8% | 61,854 | +44.7% | 0.00% | +100.0% |
Q1 2015 | $2,151,000 | +35.7% | 42,757 | +30.4% | 0.00% | 0.0% |
Q4 2014 | $1,585,000 | -20.6% | 32,792 | -16.3% | 0.00% | 0.0% |
Q3 2014 | $1,995,000 | +8.8% | 39,172 | +16.0% | 0.00% | 0.0% |
Q2 2014 | $1,833,000 | +89.2% | 33,773 | +81.9% | 0.00% | 0.0% |
Q1 2014 | $969,000 | +119.7% | 18,563 | +120.5% | 0.00% | – |
Q4 2013 | $441,000 | +5.8% | 8,418 | +1.2% | 0.00% | – |
Q3 2013 | $417,000 | +13.3% | 8,321 | +3.2% | 0.00% | – |
Q2 2013 | $368,000 | – | 8,062 | – | 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% |