VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,161,424 | -4.5% | 937,246 | +0.1% | 5.66% | +2.0% |
| Q2 2023 | $52,533,229 | +6.7% | 936,755 | +5.0% | 5.55% | +1.9% |
| Q1 2023 | $49,235,996 | +24.5% | 891,794 | +16.6% | 5.44% | +21.5% |
| Q4 2022 | $39,544,366 | +9.0% | 764,585 | -3.6% | 4.48% | -7.0% |
| Q3 2022 | $36,293,000 | +3.0% | 792,950 | +16.2% | 4.82% | +7.2% |
| Q2 2022 | $35,227,000 | +12.3% | 682,571 | +30.0% | 4.49% | +30.8% |
| Q1 2022 | $31,372,000 | +287.5% | 525,150 | +312.3% | 3.43% | +290.2% |
| Q4 2021 | $8,097,000 | +126.7% | 127,378 | +324.3% | 0.88% | +289.4% |
| Q3 2021 | $3,572,000 | +274.4% | 30,019 | +106.7% | 0.23% | +83.7% |
| Q2 2021 | $954,000 | +202.9% | 14,526 | +188.3% | 0.12% | +173.3% |
| Q1 2021 | $315,000 | -0.9% | 5,039 | -4.8% | 0.04% | -8.2% |
| Q4 2020 | $318,000 | -41.0% | 5,292 | -48.8% | 0.05% | -45.6% |
| Q3 2020 | $539,000 | -1.8% | 10,334 | -7.5% | 0.09% | -9.1% |
| Q2 2020 | $549,000 | +21.2% | 11,167 | +3.4% | 0.10% | +8.8% |
| Q1 2020 | $453,000 | +27.2% | 10,800 | +68.6% | 0.09% | +54.2% |
| Q4 2019 | $356,000 | -22.9% | 6,406 | -27.0% | 0.06% | -28.0% |
| Q2 2019 | $462,000 | -12.2% | 8,773 | -13.6% | 0.08% | -16.3% |
| Q1 2019 | $526,000 | +31.8% | 10,154 | +19.9% | 0.10% | +16.7% |
| Q4 2018 | $399,000 | -46.2% | 8,469 | -38.4% | 0.08% | -36.4% |
| Q3 2018 | $742,000 | +11.4% | 13,756 | +11.7% | 0.13% | +4.8% |
| Q2 2018 | $666,000 | -16.9% | 12,319 | -13.1% | 0.13% | -32.6% |
| Q1 2018 | $801,000 | +267.4% | 14,172 | +237.9% | 0.19% | +297.9% |
| Q2 2017 | $218,000 | -34.1% | 4,194 | -40.2% | 0.05% | -57.3% |
| Q3 2016 | $331,000 | +23.5% | 7,010 | +16.5% | 0.11% | +7.8% |
| Q2 2016 | $268,000 | – | 6,018 | – | 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% |