VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 360 filers reported holding VANGUARD STAR FDS in Q1 2018. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,873 | -8.1% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,039 | +5.5% | 35 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,932 | -99.8% | 35 | -99.8% | 0.00% | -99.8% |
| Q4 2022 | $850,018 | +13.0% | 16,435 | 0.0% | 0.44% | +4.8% |
| Q3 2022 | $752,000 | -1.4% | 16,435 | +11.2% | 0.42% | +2.7% |
| Q2 2022 | $763,000 | -13.6% | 14,785 | 0.0% | 0.41% | -2.2% |
| Q1 2022 | $883,000 | -6.1% | 14,785 | 0.0% | 0.42% | -6.7% |
| Q4 2021 | $940,000 | -45.0% | 14,785 | -43.7% | 0.45% | -44.9% |
| Q3 2021 | $1,709,000 | -0.9% | 26,260 | 0.0% | 0.81% | -6.6% |
| Q2 2021 | $1,725,000 | +4.7% | 26,260 | 0.0% | 0.87% | -0.8% |
| Q1 2021 | $1,647,000 | +4.0% | 26,260 | 0.0% | 0.88% | -7.9% |
| Q4 2020 | $1,584,000 | +15.6% | 26,260 | 0.0% | 0.95% | +6.0% |
| Q3 2020 | $1,370,000 | -0.1% | 26,260 | -1.9% | 0.90% | -1.0% |
| Q2 2020 | $1,371,000 | +22.1% | 26,775 | 0.0% | 0.91% | -1.1% |
| Q1 2020 | $1,123,000 | -14.0% | 26,775 | +10.3% | 0.92% | +7.0% |
| Q4 2019 | $1,306,000 | +4.1% | 24,275 | 0.0% | 0.86% | -2.7% |
| Q3 2019 | $1,254,000 | -2.1% | 24,275 | 0.0% | 0.88% | -1.5% |
| Q2 2019 | $1,281,000 | -1.1% | 24,275 | 0.0% | 0.89% | +0.6% |
| Q1 2019 | $1,295,000 | +13.0% | 24,275 | 0.0% | 0.89% | +0.2% |
| Q4 2018 | $1,146,000 | -12.6% | 24,275 | 0.0% | 0.89% | +0.3% |
| Q3 2018 | $1,311,000 | -0.2% | 24,275 | 0.0% | 0.88% | -4.5% |
| Q2 2018 | $1,313,000 | -14.2% | 24,275 | -9.8% | 0.93% | -15.0% |
| Q1 2018 | $1,530,000 | +0.5% | 26,925 | +0.5% | 1.09% | -1.4% |
| Q4 2017 | $1,522,000 | +3.8% | 26,785 | 0.0% | 1.10% | -4.0% |
| Q3 2017 | $1,466,000 | +5.3% | 26,785 | 0.0% | 1.15% | +2.7% |
| Q2 2017 | $1,392,000 | -2.2% | 26,785 | -6.5% | 1.12% | +12.8% |
| Q1 2017 | $1,423,000 | +24.1% | 28,634 | +14.5% | 0.99% | +24.4% |
| Q4 2016 | $1,147,000 | -2.8% | 25,010 | 0.0% | 0.80% | -5.9% |
| Q3 2016 | $1,180,000 | +6.1% | 25,010 | 0.0% | 0.85% | +7.3% |
| Q2 2016 | $1,112,000 | -1.0% | 25,010 | 0.0% | 0.79% | -5.0% |
| Q1 2016 | $1,123,000 | +5.2% | 25,010 | 0.0% | 0.83% | -1.3% |
| Q4 2015 | $1,067,000 | -3.7% | 25,010 | 0.0% | 0.84% | -5.5% |
| Q3 2015 | $1,108,000 | -12.0% | 25,010 | 0.0% | 0.89% | -4.8% |
| Q2 2015 | $1,259,000 | 0.0% | 25,010 | 0.0% | 0.94% | -0.3% |
| Q1 2015 | $1,259,000 | +4.1% | 25,010 | 0.0% | 0.94% | +4.1% |
| Q4 2014 | $1,209,000 | -1.1% | 25,010 | +4.3% | 0.90% | -2.6% |
| Q3 2014 | $1,223,000 | -13.4% | 23,975 | -7.8% | 0.93% | -14.0% |
| Q2 2014 | $1,412,000 | +4.1% | 26,000 | 0.0% | 1.08% | -0.3% |
| Q1 2014 | $1,357,000 | – | 26,000 | – | 1.08% | – |
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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% |