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 | $3,809 | -2.4% | 71,178 | +2.3% | 0.59% | -0.2% |
| Q2 2023 | $3,903 | -99.9% | 69,597 | -1.2% | 0.59% | -7.2% |
| Q1 2023 | $3,887,723 | -2.3% | 70,417 | -8.5% | 0.64% | -9.5% |
| Q4 2022 | $3,979,544 | +3.7% | 76,944 | -8.2% | 0.70% | -11.8% |
| Q3 2022 | $3,837,000 | -10.7% | 83,824 | +0.7% | 0.80% | -8.3% |
| Q2 2022 | $4,298,000 | -14.7% | 83,274 | -1.3% | 0.87% | -4.4% |
| Q1 2022 | $5,040,000 | -6.1% | 84,370 | -0.1% | 0.91% | -6.3% |
| Q4 2021 | $5,368,000 | +2.5% | 84,446 | +2.0% | 0.97% | -6.8% |
| Q3 2021 | $5,238,000 | -3.5% | 82,796 | +0.2% | 1.04% | -3.1% |
| Q2 2021 | $5,429,000 | -0.4% | 82,661 | -4.9% | 1.08% | -6.5% |
| Q1 2021 | $5,449,000 | +7.4% | 86,900 | +3.0% | 1.15% | -2.7% |
| Q4 2020 | $5,073,000 | +16.6% | 84,333 | +1.1% | 1.18% | -1.3% |
| Q3 2020 | $4,352,000 | +7.6% | 83,415 | +1.4% | 1.20% | +4.5% |
| Q2 2020 | $4,045,000 | +12.2% | 82,273 | -4.2% | 1.14% | -3.9% |
| Q1 2020 | $3,605,000 | -31.0% | 85,909 | -8.5% | 1.19% | -9.6% |
| Q4 2019 | $5,226,000 | +11.4% | 93,848 | +3.3% | 1.32% | +2.9% |
| Q3 2019 | $4,691,000 | +19.5% | 90,813 | +22.0% | 1.28% | +20.1% |
| Q2 2019 | $3,927,000 | +1.7% | 74,438 | +0.0% | 1.07% | -0.7% |
| Q1 2019 | $3,862,000 | +14.3% | 74,403 | +3.9% | 1.08% | -0.6% |
| Q4 2018 | $3,380,000 | +8.3% | 71,588 | +23.9% | 1.08% | +28.2% |
| Q3 2018 | $3,121,000 | +5.0% | 57,793 | +5.2% | 0.84% | -0.5% |
| Q2 2018 | $2,972,000 | -1.2% | 54,943 | +3.3% | 0.85% | -2.0% |
| Q1 2018 | $3,008,000 | +1.8% | 53,193 | +2.2% | 0.86% | +2.4% |
| Q4 2017 | $2,955,000 | +57.2% | 52,023 | +51.4% | 0.84% | +59.2% |
| Q3 2017 | $1,880,000 | -17.9% | 34,358 | -22.0% | 0.53% | -15.9% |
| Q2 2017 | $2,290,000 | +52.4% | 44,063 | +45.6% | 0.63% | +47.5% |
| Q1 2017 | $1,503,000 | +41.0% | 30,263 | +30.2% | 0.43% | +33.4% |
| Q4 2016 | $1,066,000 | +72.5% | 23,245 | +77.5% | 0.32% | +54.6% |
| Q3 2016 | $618,000 | +152.2% | 13,095 | +137.7% | 0.21% | +152.4% |
| Q2 2016 | $245,000 | – | 5,510 | – | 0.08% | – |
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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% |