VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 425 filers reported holding VANGUARD STAR FDS in Q3 2019. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,096,892 | -4.6% | 20,495 | 0.0% | 0.14% | +2.1% |
| Q2 2023 | $1,149,360 | +1.6% | 20,495 | 0.0% | 0.14% | -2.8% |
| Q1 2023 | $1,131,529 | +6.7% | 20,495 | 0.0% | 0.14% | -2.7% |
| Q4 2022 | $1,060,001 | +13.0% | 20,495 | 0.0% | 0.15% | +3.5% |
| Q3 2022 | $938,000 | -32.1% | 20,495 | -23.5% | 0.14% | -30.4% |
| Q2 2022 | $1,382,000 | -13.6% | 26,784 | 0.0% | 0.21% | -1.4% |
| Q1 2022 | $1,600,000 | -6.3% | 26,784 | -0.3% | 0.21% | 0.0% |
| Q4 2021 | $1,708,000 | -7.5% | 26,875 | -7.9% | 0.21% | -15.0% |
| Q3 2021 | $1,846,000 | -3.7% | 29,187 | 0.0% | 0.25% | -4.3% |
| Q2 2021 | $1,917,000 | +1.8% | 29,187 | -2.8% | 0.26% | -0.4% |
| Q1 2021 | $1,883,000 | +4.2% | 30,035 | 0.0% | 0.26% | -4.1% |
| Q4 2020 | $1,807,000 | +15.3% | 30,035 | 0.0% | 0.27% | -1.5% |
| Q3 2020 | $1,567,000 | -0.3% | 30,035 | -6.0% | 0.27% | -3.9% |
| Q2 2020 | $1,571,000 | +17.2% | 31,960 | 0.0% | 0.28% | -2.1% |
| Q1 2020 | $1,341,000 | -20.9% | 31,960 | +5.0% | 0.29% | -1.0% |
| Q4 2019 | $1,695,000 | +7.8% | 30,443 | 0.0% | 0.29% | +2.1% |
| Q3 2019 | $1,573,000 | -2.1% | 30,443 | 0.0% | 0.29% | +7.5% |
| Q2 2019 | $1,606,000 | +8.7% | 30,443 | +6.9% | 0.27% | +0.8% |
| Q1 2019 | $1,478,000 | +9.9% | 28,481 | 0.0% | 0.27% | -4.7% |
| Q4 2018 | $1,345,000 | -12.5% | 28,481 | 0.0% | 0.28% | -13.9% |
| Q3 2018 | $1,538,000 | -4.6% | 28,481 | -4.4% | 0.32% | -13.4% |
| Q2 2018 | $1,612,000 | -4.3% | 29,798 | 0.0% | 0.37% | -3.9% |
| Q1 2018 | $1,685,000 | -7.6% | 29,798 | -7.1% | 0.39% | -13.2% |
| Q4 2017 | $1,823,000 | – | 32,084 | – | 0.45% | – |
Download | ||||||
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% |