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 | $10,853,481 | -34.2% | 202,793 | -31.1% | 0.93% | -31.5% |
| Q2 2023 | $16,499,520 | +48.7% | 294,214 | +46.4% | 1.36% | +44.2% |
| Q1 2023 | $11,093,897 | -21.8% | 200,940 | -26.8% | 0.95% | -26.3% |
| Q4 2022 | $14,189,174 | +7.2% | 274,346 | -5.2% | 1.28% | +2.1% |
| Q3 2022 | $13,240,000 | -15.9% | 289,277 | -5.2% | 1.26% | -10.9% |
| Q2 2022 | $15,747,000 | -10.6% | 305,109 | +3.5% | 1.41% | +3.1% |
| Q1 2022 | $17,610,000 | -22.3% | 294,778 | -17.4% | 1.37% | -19.6% |
| Q4 2021 | $22,674,000 | +32.1% | 356,683 | +31.4% | 1.70% | +22.5% |
| Q3 2021 | $17,166,000 | +29.4% | 271,368 | +34.4% | 1.39% | +24.2% |
| Q2 2021 | $13,263,000 | +5.8% | 201,930 | +1.0% | 1.12% | -1.1% |
| Q1 2021 | $12,534,000 | +3.5% | 199,910 | -0.7% | 1.13% | -1.3% |
| Q4 2020 | $12,114,000 | +8.9% | 201,368 | -5.6% | 1.14% | -0.3% |
| Q3 2020 | $11,128,000 | +70.5% | 213,296 | +60.7% | 1.15% | +59.8% |
| Q2 2020 | $6,525,000 | -48.9% | 132,715 | -56.4% | 0.72% | -56.6% |
| Q1 2020 | $12,768,000 | -34.5% | 304,284 | -13.1% | 1.66% | -18.8% |
| Q4 2019 | $19,500,000 | +49.4% | 350,162 | +38.6% | 2.04% | +39.8% |
| Q3 2019 | $13,049,000 | +52.3% | 252,601 | +55.5% | 1.46% | +49.6% |
| Q2 2019 | $8,566,000 | -25.2% | 162,399 | -26.4% | 0.98% | -28.2% |
| Q1 2019 | $11,448,000 | +17.7% | 220,583 | +7.1% | 1.36% | +8.0% |
| Q4 2018 | $9,729,000 | -33.6% | 206,044 | -24.1% | 1.26% | -24.1% |
| Q3 2018 | $14,655,000 | +1.4% | 271,397 | +1.6% | 1.66% | -3.9% |
| Q2 2018 | $14,456,000 | -21.4% | 267,206 | -17.8% | 1.72% | -19.7% |
| Q1 2018 | $18,382,000 | -3.6% | 325,053 | -3.2% | 2.15% | -3.5% |
| Q4 2017 | $19,077,000 | +0.6% | 335,806 | -3.1% | 2.23% | -3.6% |
| Q3 2017 | $18,967,000 | +5.7% | 346,548 | +0.4% | 2.31% | +1.8% |
| Q2 2017 | $17,936,000 | +85.3% | 345,120 | +77.1% | 2.27% | +82.5% |
| Q1 2017 | $9,680,000 | -25.3% | 194,842 | -31.0% | 1.24% | -29.4% |
| Q4 2016 | $12,963,000 | -9.3% | 282,538 | -6.7% | 1.76% | -9.4% |
| Q3 2016 | $14,294,000 | +7.7% | 302,763 | +1.5% | 1.94% | +0.7% |
| Q2 2016 | $13,274,000 | +7.3% | 298,415 | +8.3% | 1.93% | +3.4% |
| Q1 2016 | $12,373,000 | +21.6% | 275,451 | +22.1% | 1.87% | +20.6% |
| Q4 2015 | $10,178,000 | -7.4% | 225,627 | -9.0% | 1.55% | -10.9% |
| Q3 2015 | $10,994,000 | +55.7% | 248,073 | +76.9% | 1.74% | +63.3% |
| Q2 2015 | $7,059,000 | +1129.8% | 140,246 | +1131.2% | 1.06% | +1166.7% |
| Q1 2015 | $574,000 | -4.2% | 11,391 | -8.0% | 0.08% | -4.5% |
| Q4 2014 | $599,000 | -5.8% | 12,385 | -0.7% | 0.09% | -9.3% |
| Q3 2014 | $636,000 | -53.8% | 12,476 | -50.8% | 0.10% | -10.2% |
| Q2 2014 | $1,376,000 | +75.3% | 25,360 | +68.6% | 0.11% | -21.2% |
| Q1 2014 | $785,000 | +272.0% | 15,041 | +224.9% | 0.14% | +174.0% |
| Q2 2013 | $211,000 | – | 4,630 | – | 0.05% | – |
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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% |