VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,492,994 | +80602.4% | 27,896 | -15.5% | 0.04% | -18.5% |
| Q2 2023 | $1,850 | +43.7% | 32,997 | +41.6% | 0.05% | +31.7% |
| Q1 2023 | $1,287 | +40.2% | 23,307 | +31.2% | 0.04% | +32.3% |
| Q4 2022 | $918 | -99.9% | 17,759 | +3.1% | 0.03% | +6.9% |
| Q3 2022 | $788,000 | +58.9% | 17,226 | +79.3% | 0.03% | +61.1% |
| Q2 2022 | $496,000 | -10.0% | 9,609 | +4.2% | 0.02% | +5.9% |
| Q1 2022 | $551,000 | +1.3% | 9,225 | +7.7% | 0.02% | +6.2% |
| Q4 2021 | $544,000 | -17.5% | 8,563 | -17.7% | 0.02% | -27.3% |
| Q3 2021 | $659,000 | +24.3% | 10,408 | +28.9% | 0.02% | +22.2% |
| Q2 2021 | $530,000 | +41.0% | 8,075 | +34.6% | 0.02% | +38.5% |
| Q1 2021 | $376,000 | +14.3% | 6,000 | +9.7% | 0.01% | 0.0% |
| Q4 2020 | $329,000 | +15.0% | 5,470 | 0.0% | 0.01% | +8.3% |
| Q3 2020 | $286,000 | +6.3% | 5,470 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $269,000 | +9.3% | 5,470 | -6.5% | 0.01% | -13.3% |
| Q1 2020 | $246,000 | -24.3% | 5,848 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $325,000 | +5.9% | 5,848 | -1.7% | 0.02% | -6.2% |
| Q3 2019 | $307,000 | -13.0% | 5,948 | -11.1% | 0.02% | -15.8% |
| Q2 2019 | $353,000 | -0.3% | 6,688 | -1.9% | 0.02% | -5.0% |
| Q1 2019 | $354,000 | -15.5% | 6,821 | -23.3% | 0.02% | -25.9% |
| Q4 2018 | $419,000 | -12.7% | 8,888 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $480,000 | -10.6% | 8,888 | -10.5% | 0.03% | -18.2% |
| Q2 2018 | $537,000 | – | 9,928 | – | 0.03% | – |
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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% |