VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 434 filers reported holding VANGUARD STAR FDS in Q1 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,161,000 | +0.2% | 18,517 | -3.9% | 0.09% | -7.2% |
| Q4 2020 | $1,159,000 | +21.2% | 19,259 | +5.1% | 0.10% | +6.6% |
| Q3 2020 | $956,000 | +14.8% | 18,320 | +8.2% | 0.09% | +3.4% |
| Q2 2020 | $833,000 | +11.8% | 16,932 | -4.6% | 0.09% | -10.2% |
| Q1 2020 | $745,000 | -21.5% | 17,757 | +4.2% | 0.10% | +1.0% |
| Q4 2019 | $949,000 | +6.7% | 17,046 | -1.0% | 0.10% | -3.0% |
| Q3 2019 | $889,000 | -1.7% | 17,215 | +0.4% | 0.10% | -1.0% |
| Q2 2019 | $904,000 | +7.1% | 17,140 | +5.4% | 0.10% | +3.1% |
| Q1 2019 | $844,000 | +15.8% | 16,269 | +5.4% | 0.10% | +2.1% |
| Q4 2018 | $729,000 | -13.9% | 15,429 | -1.6% | 0.10% | +4.3% |
| Q3 2018 | $847,000 | +8.3% | 15,686 | +8.5% | 0.09% | +2.2% |
| Q2 2018 | $782,000 | +8.6% | 14,453 | +13.6% | 0.09% | +4.7% |
| Q1 2018 | $720,000 | +23.3% | 12,728 | +23.8% | 0.09% | +21.1% |
| Q4 2017 | $584,000 | -11.1% | 10,284 | -14.4% | 0.07% | -16.5% |
| Q3 2017 | $657,000 | +5.3% | 12,013 | +0.0% | 0.08% | 0.0% |
| Q2 2017 | $624,000 | -2.3% | 12,007 | -6.6% | 0.08% | -6.6% |
| Q1 2017 | $639,000 | +31.5% | 12,858 | +21.4% | 0.09% | +21.3% |
| Q4 2016 | $486,000 | +38.5% | 10,593 | +42.4% | 0.08% | +36.4% |
| Q3 2016 | $351,000 | -7.9% | 7,438 | -13.2% | 0.06% | -14.1% |
| Q2 2016 | $381,000 | +6.7% | 8,571 | +8.0% | 0.06% | +3.2% |
| Q1 2016 | $357,000 | +6.9% | 7,939 | +7.3% | 0.06% | +3.3% |
| Q4 2015 | $334,000 | +27.5% | 7,398 | +25.3% | 0.06% | +22.4% |
| Q3 2015 | $262,000 | – | 5,905 | – | 0.05% | – |
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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% |