VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 26 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,722,920 | +9.1% | 630,099 | +14.3% | 0.37% | +12.3% |
| Q2 2023 | $30,903,793 | +7.7% | 551,066 | +6.0% | 0.33% | +0.9% |
| Q1 2023 | $28,701,468 | +10.4% | 519,859 | +3.4% | 0.32% | +5.2% |
| Q4 2022 | $26,004,453 | +12.0% | 502,793 | -0.9% | 0.31% | +1.0% |
| Q3 2022 | $23,224,000 | -7.5% | 507,404 | +4.3% | 0.30% | -3.5% |
| Q2 2022 | $25,114,000 | -9.4% | 486,601 | +4.8% | 0.32% | +4.3% |
| Q1 2022 | $27,734,000 | +1.9% | 464,237 | +8.5% | 0.30% | +4.1% |
| Q4 2021 | $27,212,000 | +7.5% | 428,062 | +7.0% | 0.29% | -1.4% |
| Q3 2021 | $25,304,000 | +1.4% | 399,992 | +5.3% | 0.29% | +0.3% |
| Q2 2021 | $24,950,000 | +9.2% | 379,870 | +4.3% | 0.29% | +0.3% |
| Q1 2021 | $22,846,000 | +7.4% | 364,370 | +3.0% | 0.29% | -10.2% |
| Q4 2020 | $21,281,000 | +18.2% | 353,748 | +2.5% | 0.32% | +3.8% |
| Q3 2020 | $18,009,000 | +6.2% | 345,198 | +0.1% | 0.31% | -1.3% |
| Q2 2020 | $16,964,000 | +13.5% | 345,011 | -3.1% | 0.32% | +8.6% |
| Q1 2020 | $14,945,000 | -14.1% | 356,163 | +14.0% | 0.29% | +3.9% |
| Q4 2019 | $17,396,000 | +13.6% | 312,368 | +5.3% | 0.28% | +2.6% |
| Q3 2019 | $15,320,000 | +4.0% | 296,556 | +6.2% | 0.27% | 0.0% |
| Q2 2019 | $14,726,000 | +14.3% | 279,169 | +12.4% | 0.27% | +24.0% |
| Q1 2019 | $12,879,000 | +21.8% | 248,333 | +10.9% | 0.22% | +7.3% |
| Q4 2018 | $10,572,000 | -6.8% | 223,878 | +6.6% | 0.21% | +2.0% |
| Q3 2018 | $11,344,000 | +43.0% | 210,066 | +43.2% | 0.20% | +29.5% |
| Q2 2018 | $7,934,000 | +0.7% | 146,652 | +5.2% | 0.16% | -4.3% |
| Q1 2018 | $7,880,000 | +13.1% | 139,340 | +13.6% | 0.16% | +11.6% |
| Q4 2017 | $6,967,000 | +15.2% | 122,629 | +11.0% | 0.15% | +22.7% |
| Q3 2017 | $6,046,000 | +29.5% | 110,479 | +23.0% | 0.12% | +13.3% |
| Q2 2017 | $4,668,000 | +53.1% | 89,836 | +46.3% | 0.10% | +41.9% |
| Q1 2017 | $3,049,000 | +85.2% | 61,387 | +71.1% | 0.07% | +100.0% |
| Q4 2016 | $1,646,000 | +98.3% | 35,882 | +104.1% | 0.04% | +76.2% |
| Q3 2016 | $830,000 | +92.1% | 17,582 | +80.8% | 0.02% | +61.5% |
| Q2 2016 | $432,000 | -16.1% | 9,723 | -15.3% | 0.01% | -18.8% |
| Q1 2016 | $515,000 | -57.7% | 11,486 | -57.5% | 0.02% | -60.0% |
| Q4 2015 | $1,218,000 | +253.0% | 27,022 | +246.7% | 0.04% | +233.3% |
| Q3 2015 | $345,000 | +23.2% | 7,793 | +39.7% | 0.01% | +33.3% |
| Q2 2015 | $280,000 | +59.1% | 5,577 | +58.8% | 0.01% | +50.0% |
| Q1 2015 | $176,000 | -54.3% | 3,512 | -56.0% | 0.01% | -53.8% |
| Q4 2014 | $385,000 | – | 7,980 | – | 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% |