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 | $25,562,377 | -1.7% | 477,623 | +3.0% | 3.14% | +1.8% |
| Q2 2023 | $25,999,748 | +4.1% | 463,619 | +2.5% | 3.08% | -1.2% |
| Q1 2023 | $24,977,214 | +126.5% | 452,404 | +87.8% | 3.12% | +96.0% |
| Q3 2022 | $11,028,000 | -17.6% | 240,941 | -9.1% | 1.59% | -10.9% |
| Q2 2022 | $13,380,000 | -19.2% | 265,117 | -9.7% | 1.78% | -12.2% |
| Q1 2022 | $16,555,000 | -2.2% | 293,730 | +10.3% | 2.03% | +5.2% |
| Q4 2021 | $16,931,000 | -6.5% | 266,339 | -6.9% | 1.93% | -20.7% |
| Q3 2021 | $18,106,000 | +12.3% | 286,210 | +15.0% | 2.44% | +3.1% |
| Q2 2021 | $16,122,000 | +5.4% | 248,798 | +2.0% | 2.36% | -4.5% |
| Q1 2021 | $15,293,000 | +2.8% | 243,915 | +3.5% | 2.48% | -3.4% |
| Q4 2020 | $14,882,000 | +30.2% | 235,668 | +7.6% | 2.56% | +11.1% |
| Q3 2020 | $11,426,000 | +11.2% | 219,017 | +4.8% | 2.31% | -7.3% |
| Q2 2020 | $10,274,000 | +22.7% | 208,954 | +4.7% | 2.49% | +26.7% |
| Q1 2020 | $8,371,000 | -32.1% | 199,502 | -9.9% | 1.96% | -22.1% |
| Q4 2019 | $12,331,000 | +10.8% | 221,426 | +2.8% | 2.52% | +0.8% |
| Q3 2019 | $11,131,000 | +1.0% | 215,476 | +3.2% | 2.50% | -2.1% |
| Q2 2019 | $11,017,000 | +5.2% | 208,868 | +3.5% | 2.55% | +2.6% |
| Q1 2019 | $10,470,000 | +17.2% | 201,747 | +6.6% | 2.49% | +14.8% |
| Q4 2018 | $8,935,000 | -10.5% | 189,239 | +2.3% | 2.17% | -10.4% |
| Q3 2018 | $9,985,000 | -0.5% | 184,913 | -0.3% | 2.42% | -7.0% |
| Q2 2018 | $10,038,000 | -0.8% | 185,557 | +3.6% | 2.60% | -5.5% |
| Q1 2018 | $10,124,000 | +2.2% | 179,038 | +2.6% | 2.75% | +4.1% |
| Q4 2017 | $9,909,000 | +12.4% | 174,436 | +8.3% | 2.64% | +7.4% |
| Q3 2017 | $8,817,000 | +14.3% | 161,102 | +8.5% | 2.46% | +13.7% |
| Q2 2017 | $7,713,000 | +5.2% | 148,416 | +0.6% | 2.16% | -1.4% |
| Q1 2017 | $7,329,000 | +18.4% | 147,527 | +9.3% | 2.20% | +6.4% |
| Q4 2016 | $6,191,000 | -26.6% | 134,944 | -24.5% | 2.06% | -28.6% |
| Q3 2016 | $8,440,000 | +11.0% | 178,786 | +4.5% | 2.89% | -2.5% |
| Q2 2016 | $7,606,000 | +3.2% | 171,016 | +4.2% | 2.96% | +20.0% |
| Q1 2016 | $7,371,000 | +7.9% | 164,096 | +8.4% | 2.47% | +3.4% |
| Q4 2015 | $6,831,000 | +20.2% | 151,442 | +18.1% | 2.39% | +1.1% |
| Q3 2015 | $5,683,000 | -19.5% | 128,227 | -8.6% | 2.36% | -14.9% |
| Q2 2015 | $7,057,000 | +6.5% | 140,221 | +6.6% | 2.77% | +49.2% |
| Q1 2015 | $6,624,000 | -1.1% | 131,564 | -5.1% | 1.86% | -26.4% |
| Q4 2014 | $6,699,000 | -9.5% | 138,594 | -4.6% | 2.53% | -2.9% |
| Q3 2014 | $7,406,000 | -3.2% | 145,227 | +3.0% | 2.60% | -10.1% |
| Q2 2014 | $7,654,000 | +13.9% | 140,989 | +9.5% | 2.89% | +8.3% |
| Q1 2014 | $6,720,000 | -48.5% | 128,740 | -48.3% | 2.67% | +1.4% |
| Q4 2013 | $13,054,000 | +123.4% | 249,218 | +113.9% | 2.64% | +0.8% |
| Q3 2013 | $5,843,000 | +13.3% | 116,514 | +3.2% | 2.62% | +9.6% |
| Q2 2013 | $5,156,000 | – | 112,879 | – | 2.38% | – |
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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% |