VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 154 filers reported holding VANGUARD STAR FDS in Q2 2015. The put-call ratio across all filers is 4.27 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,457,000 | -14.6% | 31,832 | -3.7% | 0.00% | 0.0% |
| Q2 2022 | $1,706,000 | -29.5% | 33,057 | -18.4% | 0.00% | -33.3% |
| Q1 2022 | $2,421,000 | -82.5% | 40,520 | -81.3% | 0.00% | -82.4% |
| Q4 2021 | $13,809,000 | +543.8% | 217,230 | +534.0% | 0.02% | +466.7% |
| Q3 2021 | $2,145,000 | -6.0% | 34,261 | -1.3% | 0.00% | 0.0% |
| Q2 2021 | $2,281,000 | +4.2% | 34,727 | -0.5% | 0.00% | 0.0% |
| Q1 2021 | $2,190,000 | -52.8% | 34,917 | -54.8% | 0.00% | -25.0% |
| Q4 2020 | $4,644,000 | +126.0% | 77,206 | +96.0% | 0.00% | 0.0% |
| Q3 2020 | $2,055,000 | +6.1% | 39,383 | -0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,937,000 | +12.9% | 39,393 | -3.7% | 0.00% | 0.0% |
| Q1 2020 | $1,716,000 | -51.5% | 40,893 | -35.6% | 0.00% | -42.9% |
| Q4 2019 | $3,539,000 | +8.0% | 63,547 | +0.2% | 0.01% | 0.0% |
| Q3 2019 | $3,276,000 | -2.6% | 63,417 | -0.6% | 0.01% | 0.0% |
| Q2 2019 | $3,364,000 | +1.6% | 63,780 | -0.1% | 0.01% | -12.5% |
| Q1 2019 | $3,312,000 | +11.1% | 63,813 | +1.1% | 0.01% | 0.0% |
| Q4 2018 | $2,980,000 | -9.5% | 63,113 | +3.5% | 0.01% | +14.3% |
| Q3 2018 | $3,292,000 | -0.3% | 60,968 | -0.1% | 0.01% | -12.5% |
| Q2 2018 | $3,302,000 | -52.2% | 61,043 | -50.0% | 0.01% | -11.1% |
| Q1 2018 | $6,904,000 | +99.0% | 122,086 | +99.9% | 0.01% | +12.5% |
| Q4 2017 | $3,470,000 | +3.7% | 61,077 | -0.1% | 0.01% | -11.1% |
| Q3 2017 | $3,345,000 | +3.6% | 61,112 | -1.6% | 0.01% | +12.5% |
| Q2 2017 | $3,228,000 | +15.8% | 62,112 | +10.7% | 0.01% | +14.3% |
| Q1 2017 | $2,788,000 | +3.7% | 56,112 | -4.3% | 0.01% | -12.5% |
| Q4 2016 | $2,689,000 | -3.3% | 58,612 | -0.5% | 0.01% | 0.0% |
| Q3 2016 | $2,780,000 | +17.2% | 58,890 | +10.4% | 0.01% | +14.3% |
| Q2 2016 | $2,373,000 | +1.6% | 53,340 | +2.6% | 0.01% | 0.0% |
| Q1 2016 | $2,335,000 | -0.6% | 51,990 | -0.1% | 0.01% | 0.0% |
| Q4 2015 | $2,348,000 | +11.5% | 52,060 | +9.5% | 0.01% | +16.7% |
| Q3 2015 | $2,106,000 | -12.0% | 47,525 | 0.0% | 0.01% | -14.3% |
| Q2 2015 | $2,392,000 | -0.0% | 47,525 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $2,393,000 | +4.2% | 47,525 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $2,297,000 | -5.2% | 47,525 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $2,424,000 | -52.0% | 47,525 | -48.9% | 0.01% | 0.0% |
| Q2 2014 | $5,052,000 | +108.1% | 93,050 | +100.0% | 0.01% | 0.0% |
| Q1 2014 | $2,428,000 | +1.8% | 46,525 | +2.2% | 0.01% | 0.0% |
| Q4 2013 | $2,385,000 | +9.3% | 45,525 | +4.6% | 0.01% | 0.0% |
| Q3 2013 | $2,183,000 | +16.9% | 43,525 | +6.8% | 0.01% | +16.7% |
| Q2 2013 | $1,868,000 | – | 40,750 | – | 0.01% | – |
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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% |