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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,529 | -4.6% | 477 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $26,750 | +1.6% | 477 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $26,330 | +6.7% | 477 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $24,670 | +12.1% | 477 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $22,000 | -12.0% | 477 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $25,000 | -10.7% | 477 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $28,000 | -6.7% | 477 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $30,000 | 0.0% | 477 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $30,000 | -3.2% | 477 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $31,000 | +3.3% | 477 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $30,000 | +3.4% | 477 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $29,000 | +16.0% | 477 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $25,000 | +8.7% | 477 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $23,000 | -36.1% | 477 | -43.7% | 0.00% | -66.7% |
| Q1 2020 | $36,000 | -23.4% | 847 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $47,000 | -24.2% | 847 | -29.2% | 0.00% | -25.0% |
| Q3 2019 | $62,000 | +148.0% | 1,197 | +150.9% | 0.00% | +100.0% |
| Q2 2019 | $25,000 | -10.7% | 477 | -13.1% | 0.00% | 0.0% |
| Q1 2019 | $28,000 | +7.7% | 549 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $26,000 | -13.3% | 549 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $30,000 | +15.4% | 549 | +15.1% | 0.00% | 0.0% |
| Q2 2018 | $26,000 | -3.7% | 477 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $27,000 | 0.0% | 477 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $27,000 | +3.8% | 477 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $26,000 | +4.0% | 477 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $25,000 | -79.8% | 477 | -80.9% | 0.00% | -83.3% |
| Q1 2017 | $124,000 | +7.8% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $115,000 | -2.5% | 2,500 | 0.0% | 0.01% | -7.7% |
| Q3 2016 | $118,000 | +6.3% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $111,000 | -0.9% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $112,000 | -0.9% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $113,000 | – | 2,500 | – | 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% |