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 | $337,070 | -51.3% | 6,298 | -48.9% | 0.02% | -51.2% |
| Q2 2023 | $691,671 | +1.6% | 12,334 | +0.0% | 0.04% | -4.4% |
| Q1 2023 | $680,784 | +6.8% | 12,331 | +0.0% | 0.04% | +4.7% |
| Q4 2022 | $637,719 | +13.1% | 12,330 | +0.0% | 0.04% | +10.3% |
| Q3 2022 | $564,000 | -11.3% | 12,327 | +0.0% | 0.04% | -4.9% |
| Q2 2022 | $636,000 | -13.6% | 12,326 | +0.0% | 0.04% | +5.1% |
| Q1 2022 | $736,000 | -6.0% | 12,323 | +0.0% | 0.04% | 0.0% |
| Q4 2021 | $783,000 | +0.5% | 12,322 | +0.0% | 0.04% | -7.1% |
| Q3 2021 | $779,000 | -3.7% | 12,319 | +0.0% | 0.04% | -2.3% |
| Q2 2021 | $809,000 | +4.8% | 12,317 | +0.0% | 0.04% | 0.0% |
| Q1 2021 | $772,000 | +4.2% | 12,316 | +0.0% | 0.04% | -6.5% |
| Q4 2020 | $741,000 | +114.8% | 12,315 | +68.7% | 0.05% | +24.3% |
| Q4 2018 | $345,000 | -74.7% | 7,300 | -71.1% | 0.04% | -68.9% |
| Q3 2018 | $1,363,000 | -48.9% | 25,248 | -48.8% | 0.12% | -56.6% |
| Q2 2018 | $2,669,000 | +6.1% | 49,329 | +10.9% | 0.27% | +5.8% |
| Q1 2018 | $2,515,000 | +11.6% | 44,479 | +12.1% | 0.26% | +18.8% |
| Q4 2017 | $2,254,000 | +10.1% | 39,679 | +6.1% | 0.22% | -0.9% |
| Q3 2017 | $2,047,000 | +194.1% | 37,400 | +179.1% | 0.22% | +182.1% |
| Q2 2017 | $696,000 | +4.5% | 13,400 | 0.0% | 0.08% | +5.4% |
| Q1 2017 | $666,000 | +8.3% | 13,400 | 0.0% | 0.07% | +1.4% |
| Q4 2016 | $615,000 | -2.8% | 13,400 | 0.0% | 0.07% | -8.8% |
| Q3 2016 | $633,000 | +6.2% | 13,400 | 0.0% | 0.08% | +1.3% |
| Q2 2016 | $596,000 | -1.0% | 13,400 | 0.0% | 0.08% | -7.1% |
| Q1 2016 | $602,000 | -0.3% | 13,400 | 0.0% | 0.08% | -4.5% |
| Q4 2015 | $604,000 | +1.7% | 13,400 | 0.0% | 0.09% | -4.3% |
| Q3 2015 | $594,000 | -11.9% | 13,400 | 0.0% | 0.09% | -5.1% |
| Q2 2015 | $674,000 | -0.1% | 13,400 | 0.0% | 0.10% | 0.0% |
| Q1 2015 | $675,000 | +4.2% | 13,400 | 0.0% | 0.10% | +1.0% |
| Q4 2014 | $648,000 | – | 13,400 | – | 0.10% | – |
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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% |