VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 2020. 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 | $23,209 | -6.2% | 433,648 | -1.8% | 0.07% | -6.6% |
| Q2 2023 | $24,753 | +2.6% | 441,395 | +1.0% | 0.08% | -8.4% |
| Q1 2023 | $24,131 | +6.2% | 437,074 | -0.6% | 0.08% | -3.5% |
| Q4 2022 | $22,732 | -99.9% | 439,518 | +19.5% | 0.09% | +21.1% |
| Q3 2022 | $16,837,000 | -7.8% | 367,860 | +4.0% | 0.07% | -11.2% |
| Q2 2022 | $18,255,000 | -21.0% | 353,713 | -8.6% | 0.08% | -9.1% |
| Q1 2022 | $23,111,000 | +1.8% | 386,855 | +8.3% | 0.09% | +1.1% |
| Q4 2021 | $22,701,000 | +10.3% | 357,108 | +9.7% | 0.09% | +2.4% |
| Q3 2021 | $20,586,000 | -0.7% | 325,420 | +3.1% | 0.08% | -12.4% |
| Q2 2021 | $20,740,000 | +15.8% | 315,780 | +10.5% | 0.10% | +4.3% |
| Q1 2021 | $17,912,000 | +14.5% | 285,692 | +9.9% | 0.09% | +3.3% |
| Q4 2020 | $15,642,000 | +21.6% | 260,005 | +5.5% | 0.09% | +11.1% |
| Q3 2020 | $12,861,000 | -48.8% | 246,517 | -51.7% | 0.08% | -51.5% |
| Q2 2020 | $25,121,000 | +12.1% | 510,896 | -4.3% | 0.17% | -8.7% |
| Q1 2020 | $22,406,000 | -12.4% | 533,974 | +16.3% | 0.18% | +1.7% |
| Q4 2019 | $25,568,000 | -4.6% | 459,109 | -11.5% | 0.18% | -15.5% |
| Q3 2019 | $26,790,000 | -35.8% | 518,586 | -34.5% | 0.21% | -37.5% |
| Q2 2019 | $41,737,000 | +27.3% | 791,227 | +25.3% | 0.34% | +18.8% |
| Q1 2019 | $32,777,000 | -43.5% | 631,542 | -48.6% | 0.29% | +0.3% |
| Q4 2018 | $57,974,000 | +75.4% | 1,227,780 | +100.6% | 0.29% | -1.7% |
| Q3 2018 | $33,058,000 | -47.5% | 612,193 | -47.4% | 0.29% | -3.3% |
| Q2 2018 | $62,984,000 | +91.4% | 1,164,246 | +100.1% | 0.30% | -7.4% |
| Q1 2018 | $32,904,000 | +1.1% | 581,854 | +1.6% | 0.32% | -2.1% |
| Q4 2017 | $32,548,000 | +6.2% | 572,942 | +2.3% | 0.33% | +2.5% |
| Q3 2017 | $30,658,000 | +2.8% | 560,183 | -2.4% | 0.32% | +0.3% |
| Q2 2017 | $29,822,000 | +6.0% | 573,828 | +1.4% | 0.32% | +3.5% |
| Q1 2017 | $28,121,000 | +9.8% | 566,045 | +1.4% | 0.31% | +1.3% |
| Q4 2016 | $25,613,000 | -1.8% | 558,263 | +1.0% | 0.31% | -8.9% |
| Q3 2016 | $26,085,000 | +11.7% | 552,535 | +5.2% | 0.34% | +4.6% |
| Q2 2016 | $23,351,000 | -0.3% | 524,976 | +0.7% | 0.32% | -7.7% |
| Q1 2016 | $23,416,000 | +1.5% | 521,275 | +2.0% | 0.35% | -7.4% |
| Q4 2015 | $23,059,000 | +3.0% | 511,165 | +1.2% | 0.38% | -2.6% |
| Q3 2015 | $22,387,000 | -10.7% | 505,113 | +1.4% | 0.39% | -8.9% |
| Q2 2015 | $25,065,000 | -2.0% | 498,008 | -2.0% | 0.43% | -5.1% |
| Q1 2015 | $25,575,000 | +8.2% | 507,954 | +3.9% | 0.45% | +1.6% |
| Q4 2014 | $23,628,000 | +3.6% | 488,786 | +9.3% | 0.44% | -3.5% |
| Q3 2014 | $22,802,000 | -7.2% | 447,096 | -1.2% | 0.46% | +30.1% |
| Q2 2014 | $24,573,000 | +13.3% | 452,630 | +8.9% | 0.35% | +5.4% |
| Q1 2014 | $21,696,000 | +11.7% | 415,635 | +12.1% | 0.33% | +5.0% |
| Q4 2013 | $19,423,000 | +13.4% | 370,800 | +8.6% | 0.32% | +1.0% |
| Q3 2013 | $17,122,000 | +5.2% | 341,413 | -4.1% | 0.32% | -2.8% |
| Q2 2013 | $16,270,000 | – | 356,167 | – | 0.32% | – |
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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% |