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 | $32,705,911 | -3.2% | 611,097 | +1.4% | 0.48% | -3.6% |
| Q2 2023 | $33,782,424 | +1.8% | 602,397 | +0.2% | 0.50% | -10.8% |
| Q1 2023 | $33,194,516 | +43.3% | 601,241 | +34.3% | 0.56% | +49.7% |
| Q4 2022 | $23,162,181 | +0.8% | 447,838 | -10.8% | 0.37% | -6.3% |
| Q3 2022 | $22,986,000 | -43.8% | 502,211 | -36.6% | 0.40% | -40.0% |
| Q2 2022 | $40,866,000 | -11.5% | 791,825 | +2.5% | 0.66% | +6.9% |
| Q1 2022 | $46,157,000 | -9.1% | 772,631 | -3.3% | 0.62% | -2.8% |
| Q4 2021 | $50,805,000 | -2.7% | 799,200 | -3.1% | 0.64% | -10.9% |
| Q3 2021 | $52,202,000 | +2.7% | 825,191 | +6.7% | 0.72% | +4.5% |
| Q2 2021 | $50,811,000 | +11.9% | 773,612 | +6.9% | 0.68% | -2.0% |
| Q1 2021 | $45,389,000 | +13.8% | 723,908 | +9.2% | 0.70% | +3.1% |
| Q4 2020 | $39,888,000 | +6.7% | 663,039 | -7.5% | 0.68% | -2.6% |
| Q3 2020 | $37,386,000 | +6.7% | 716,615 | +0.6% | 0.70% | -5.7% |
| Q2 2020 | $35,025,000 | +10.9% | 712,323 | -5.4% | 0.74% | -22.2% |
| Q1 2020 | $31,591,000 | -65.9% | 752,876 | -54.8% | 0.95% | -57.1% |
| Q4 2019 | $92,715,000 | +7.9% | 1,664,835 | +0.1% | 2.21% | -2.5% |
| Q3 2019 | $85,902,000 | -3.6% | 1,662,833 | -1.5% | 2.27% | -10.9% |
| Q2 2019 | $89,068,000 | -0.6% | 1,688,500 | -2.2% | 2.54% | -9.4% |
| Q1 2019 | $89,592,000 | +12.5% | 1,726,237 | +2.3% | 2.81% | -12.6% |
| Q4 2018 | $79,649,000 | +28.8% | 1,686,771 | +47.2% | 3.21% | +51.6% |
| Q3 2018 | $61,860,000 | -43.4% | 1,145,562 | -43.2% | 2.12% | -49.1% |
| Q2 2018 | $109,200,000 | +1.6% | 2,018,481 | +6.2% | 4.16% | -7.1% |
| Q1 2018 | $107,473,000 | +37.9% | 1,900,503 | +38.6% | 4.48% | +28.7% |
| Q4 2017 | $77,917,000 | +73.3% | 1,371,529 | +67.0% | 3.48% | +69.5% |
| Q3 2017 | $44,960,000 | +18.3% | 821,487 | +12.3% | 2.05% | +12.5% |
| Q2 2017 | $38,014,000 | +12.5% | 731,470 | +7.6% | 1.82% | +4.9% |
| Q1 2017 | $33,777,000 | +746.1% | 679,900 | +681.4% | 1.74% | +627.2% |
| Q4 2016 | $3,992,000 | -2.8% | 87,015 | 0.0% | 0.24% | -8.8% |
| Q3 2016 | $4,108,000 | +6.1% | 87,015 | 0.0% | 0.26% | -2.6% |
| Q2 2016 | $3,870,000 | – | 87,015 | – | 0.27% | – |
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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% |