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 | $817,572 | -3.9% | 15,276 | +0.7% | 0.27% | -0.7% |
| Q2 2023 | $851,070 | -1.9% | 15,176 | -3.4% | 0.27% | -6.2% |
| Q1 2023 | $867,404 | +13.3% | 15,711 | +6.2% | 0.29% | +9.0% |
| Q4 2022 | $765,249 | +1.2% | 14,796 | -10.4% | 0.27% | -1.5% |
| Q3 2022 | $756,000 | -18.4% | 16,516 | -8.0% | 0.27% | -12.6% |
| Q2 2022 | $927,000 | -14.1% | 17,956 | -0.6% | 0.31% | -0.6% |
| Q1 2022 | $1,079,000 | -5.8% | 18,058 | +0.2% | 0.31% | +3.3% |
| Q4 2021 | $1,146,000 | +34.0% | 18,023 | +33.4% | 0.30% | +15.8% |
| Q3 2021 | $855,000 | +3.0% | 13,513 | +7.0% | 0.26% | +4.8% |
| Q2 2021 | $830,000 | +12.3% | 12,633 | +7.1% | 0.25% | +7.4% |
| Q1 2021 | $739,000 | +7.3% | 11,791 | +2.8% | 0.23% | +2.7% |
| Q4 2020 | $689,000 | +16.0% | 11,468 | +0.6% | 0.22% | +6.1% |
| Q3 2020 | $594,000 | +10.6% | 11,394 | +4.2% | 0.21% | +1.0% |
| Q2 2020 | $537,000 | +6.1% | 10,934 | -9.4% | 0.21% | -2.8% |
| Q1 2020 | $506,000 | -19.3% | 12,074 | +7.2% | 0.22% | -9.6% |
| Q4 2019 | $627,000 | – | 11,268 | – | 0.24% | – |
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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% |