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 | $29,855,992 | -5.3% | 557,847 | -0.8% | 1.25% | -0.3% |
| Q2 2023 | $31,522,807 | -2.2% | 562,104 | -3.7% | 1.25% | -4.3% |
| Q1 2023 | $32,242,143 | +5.0% | 583,991 | -1.6% | 1.31% | +7.5% |
| Q4 2022 | $30,693,544 | +31.9% | 593,456 | +16.7% | 1.22% | +16.2% |
| Q3 2022 | $23,275,000 | +95.3% | 508,518 | +120.3% | 1.05% | +105.9% |
| Q2 2022 | $11,916,000 | +24.3% | 230,880 | +43.9% | 0.51% | +33.6% |
| Q1 2022 | $9,586,000 | -25.2% | 160,468 | -20.4% | 0.38% | -27.7% |
| Q4 2021 | $12,819,000 | +3982.5% | 201,650 | +3967.2% | 0.53% | +3664.3% |
| Q3 2021 | $314,000 | -2.8% | 4,958 | +0.9% | 0.01% | -6.7% |
| Q2 2021 | $323,000 | +4.9% | 4,916 | +0.0% | 0.02% | -6.2% |
| Q1 2021 | $308,000 | +4.1% | 4,914 | +0.0% | 0.02% | +6.7% |
| Q4 2020 | $296,000 | -29.9% | 4,913 | -39.3% | 0.02% | -31.8% |
| Q3 2020 | $422,000 | -1.2% | 8,095 | -6.7% | 0.02% | -8.3% |
| Q2 2020 | $427,000 | -64.3% | 8,677 | -69.6% | 0.02% | -71.1% |
| Q1 2020 | $1,196,000 | -75.1% | 28,509 | -66.9% | 0.08% | -70.7% |
| Q4 2019 | $4,804,000 | +1.3% | 86,255 | -6.0% | 0.28% | -2.7% |
| Q3 2019 | $4,741,000 | -1.8% | 91,773 | +0.2% | 0.29% | -6.7% |
| Q2 2019 | $4,830,000 | -1.8% | 91,546 | -3.4% | 0.31% | -8.8% |
| Q1 2019 | $4,920,000 | -14.0% | 94,796 | -21.8% | 0.34% | -20.6% |
| Q4 2018 | $5,721,000 | +3043.4% | 121,153 | +3495.0% | 0.43% | +2773.3% |
| Q3 2018 | $182,000 | -4.7% | 3,370 | 0.0% | 0.02% | -6.2% |
| Q1 2018 | $191,000 | -49.7% | 3,370 | -55.9% | 0.02% | -52.9% |
| Q1 2017 | $380,000 | +8.3% | 7,646 | 0.0% | 0.03% | -8.1% |
| Q4 2016 | $351,000 | – | 7,646 | – | 0.04% | – |
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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% |