VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 179 filers reported holding VANGUARD STAR FDS in Q4 2015. The put-call ratio across all filers is 2.83 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,876,540 | -39.2% | 53,747 | -36.3% | 0.01% | +40.0% |
| Q2 2023 | $4,730,154 | +7.6% | 84,346 | +5.9% | 0.01% | 0.0% |
| Q1 2023 | $4,395,910 | +294729.6% | 79,622 | +176.1% | 0.01% | – |
| Q4 2022 | $1,491 | -99.9% | 28,835 | -22.8% | 0.00% | -100.0% |
| Q3 2022 | $1,711,000 | +3.1% | 37,369 | +16.2% | 0.01% | +25.0% |
| Q2 2022 | $1,659,000 | -13.4% | 32,150 | +0.3% | 0.00% | 0.0% |
| Q1 2022 | $1,915,000 | -7.8% | 32,057 | -1.9% | 0.00% | 0.0% |
| Q4 2021 | $2,076,000 | +0.9% | 32,664 | +0.4% | 0.00% | -20.0% |
| Q3 2021 | $2,057,000 | +68.1% | 32,519 | +74.5% | 0.01% | +66.7% |
| Q2 2021 | $1,224,000 | +14.6% | 18,639 | +9.4% | 0.00% | 0.0% |
| Q1 2021 | $1,068,000 | +0.1% | 17,039 | -3.9% | 0.00% | 0.0% |
| Q4 2020 | $1,067,000 | +16.0% | 17,736 | +0.6% | 0.00% | 0.0% |
| Q3 2020 | $920,000 | +31.2% | 17,637 | +5.5% | 0.00% | 0.0% |
| Q1 2020 | $701,000 | -27.4% | 16,712 | -3.6% | 0.00% | 0.0% |
| Q4 2019 | $966,000 | +10.3% | 17,340 | +2.2% | 0.00% | 0.0% |
| Q3 2019 | $876,000 | -1.6% | 16,961 | +0.5% | 0.00% | 0.0% |
| Q2 2019 | $890,000 | +2.3% | 16,871 | +0.7% | 0.00% | 0.0% |
| Q1 2019 | $870,000 | +68.3% | 16,756 | +53.1% | 0.00% | +50.0% |
| Q4 2018 | $517,000 | -54.5% | 10,943 | -48.0% | 0.00% | -50.0% |
| Q3 2018 | $1,136,000 | +56.5% | 21,030 | +56.7% | 0.00% | +33.3% |
| Q2 2018 | $726,000 | +157.4% | 13,417 | +168.6% | 0.00% | +200.0% |
| Q1 2018 | $282,000 | +28.8% | 4,995 | +29.5% | 0.00% | 0.0% |
| Q4 2017 | $219,000 | +0.9% | 3,856 | -2.9% | 0.00% | 0.0% |
| Q3 2017 | $217,000 | -70.6% | 3,970 | -72.0% | 0.00% | -80.0% |
| Q2 2017 | $737,000 | +4.5% | 14,198 | 0.0% | 0.01% | +25.0% |
| Q1 2017 | $705,000 | -3.7% | 14,198 | -11.0% | 0.00% | -20.0% |
| Q4 2016 | $732,000 | +0.7% | 15,958 | +3.6% | 0.01% | 0.0% |
| Q3 2016 | $727,000 | -52.2% | 15,408 | -54.9% | 0.01% | -54.5% |
| Q2 2016 | $1,520,000 | -0.2% | 34,156 | +0.7% | 0.01% | -8.3% |
| Q1 2016 | $1,523,000 | +159.9% | 33,909 | +161.1% | 0.01% | +140.0% |
| Q4 2015 | $586,000 | +1.7% | 12,988 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $576,000 | -11.9% | 12,988 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $654,000 | – | 12,988 | – | 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% |