VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 505 filers reported holding VANGUARD STAR FDS in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $420,000 | -24.6% | 10,000 | 0.0% | 0.07% | -6.3% |
| Q4 2019 | $557,000 | +7.7% | 10,000 | 0.0% | 0.08% | -1.2% |
| Q3 2019 | $517,000 | -2.1% | 10,000 | 0.0% | 0.08% | -3.6% |
| Q2 2019 | $528,000 | +1.7% | 10,000 | 0.0% | 0.08% | -1.2% |
| Q1 2019 | $519,000 | +10.0% | 10,000 | 0.0% | 0.08% | +2.4% |
| Q4 2018 | $472,000 | -12.6% | 10,000 | 0.0% | 0.08% | +10.8% |
| Q3 2018 | $540,000 | -0.2% | 10,000 | 0.0% | 0.07% | -5.1% |
| Q2 2018 | $541,000 | -4.4% | 10,000 | 0.0% | 0.08% | -7.1% |
| Q1 2018 | $566,000 | +0.4% | 10,000 | 0.0% | 0.08% | +2.4% |
| Q4 2017 | $564,000 | +3.1% | 10,000 | 0.0% | 0.08% | +26.2% |
| Q3 2017 | $547,000 | +5.2% | 10,000 | 0.0% | 0.06% | -16.7% |
| Q2 2017 | $520,000 | +4.6% | 10,000 | 0.0% | 0.08% | +11.4% |
| Q1 2017 | $497,000 | -88.2% | 10,000 | -88.1% | 0.07% | -93.3% |
| Q3 2013 | $4,211,000 | +12.7% | 83,975 | +2.6% | 1.05% | +0.5% |
| Q2 2013 | $3,738,000 | -2.9% | 81,825 | +2.0% | 1.04% | -6.5% |
| Q1 2013 | $3,848,000 | – | 80,225 | – | 1.12% | – |
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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% |