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 | $9,271 | -2.6% | 173,216 | +2.1% | 0.04% | +6.1% |
| Q2 2023 | $9,516 | +7.4% | 169,691 | +5.7% | 0.03% | -8.3% |
| Q1 2023 | $8,863 | +31.0% | 160,523 | +22.7% | 0.04% | +38.5% |
| Q4 2022 | $6,766 | -99.9% | 130,825 | -5.4% | 0.03% | -3.7% |
| Q3 2022 | $6,332,000 | -3.2% | 138,334 | +10.3% | 0.03% | -10.0% |
| Q2 2022 | $6,540,000 | -20.3% | 125,461 | -8.6% | 0.03% | -14.3% |
| Q1 2022 | $8,204,000 | -2.8% | 137,328 | +3.5% | 0.04% | +6.1% |
| Q4 2021 | $8,438,000 | +1.0% | 132,735 | +0.5% | 0.03% | -8.3% |
| Q3 2021 | $8,357,000 | +2.5% | 132,105 | +6.4% | 0.04% | 0.0% |
| Q2 2021 | $8,152,000 | +11.5% | 124,122 | +6.4% | 0.04% | 0.0% |
| Q1 2021 | $7,312,000 | +392.4% | 116,621 | +372.6% | 0.04% | +414.3% |
| Q4 2020 | $1,485,000 | +17.4% | 24,677 | +1.8% | 0.01% | 0.0% |
| Q3 2020 | $1,265,000 | +14.4% | 24,240 | +7.7% | 0.01% | 0.0% |
| Q2 2020 | $1,106,000 | -69.8% | 22,499 | -74.3% | 0.01% | -75.9% |
| Q1 2020 | $3,666,000 | +31.2% | 87,380 | +74.1% | 0.03% | +61.1% |
| Q4 2019 | $2,795,000 | +10.9% | 50,180 | +2.8% | 0.02% | 0.0% |
| Q3 2019 | $2,521,000 | -0.4% | 48,808 | +1.7% | 0.02% | -5.3% |
| Q2 2019 | $2,531,000 | +17.7% | 47,980 | +15.8% | 0.02% | +5.6% |
| Q1 2019 | $2,150,000 | -22.4% | 41,423 | -29.4% | 0.02% | -33.3% |
| Q4 2018 | $2,770,000 | +41.6% | 58,671 | +61.9% | 0.03% | +58.8% |
| Q3 2018 | $1,956,000 | -3.0% | 36,228 | -2.8% | 0.02% | -10.5% |
| Q2 2018 | $2,016,000 | -7.6% | 37,268 | -3.4% | 0.02% | -13.6% |
| Q1 2018 | $2,181,000 | -74.4% | 38,571 | -74.3% | 0.02% | -75.0% |
| Q4 2017 | $8,521,000 | +3.0% | 149,996 | -0.8% | 0.09% | -6.4% |
| Q3 2017 | $8,273,000 | +6.0% | 151,165 | +0.7% | 0.09% | -3.1% |
| Q2 2017 | $7,802,000 | +85.0% | 150,129 | +76.9% | 0.10% | +73.2% |
| Q1 2017 | $4,217,000 | +435.2% | 84,884 | +377.3% | 0.06% | +154.5% |
| Q3 2015 | $788,000 | -100.0% | 17,786 | -60.4% | 0.02% | -48.8% |
| Q4 2014 | $2,172,336,000 | – | 44,939 | – | 0.04% | – |
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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% |