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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $303,000 | -13.7% | 5,879 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $351,000 | -6.1% | 5,879 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $374,000 | -2.1% | 5,879 | -2.6% | 0.01% | -16.7% |
| Q3 2021 | $382,000 | -8.2% | 6,033 | -4.8% | 0.01% | 0.0% |
| Q2 2021 | $416,000 | +0.2% | 6,334 | -4.3% | 0.01% | 0.0% |
| Q1 2021 | $415,000 | -4.8% | 6,617 | -8.7% | 0.01% | -14.3% |
| Q4 2020 | $436,000 | +3.3% | 7,249 | -10.5% | 0.01% | 0.0% |
| Q3 2020 | $422,000 | -0.2% | 8,097 | -5.9% | 0.01% | -61.1% |
| Q2 2020 | $423,000 | -16.2% | 8,606 | -28.4% | 0.02% | -21.7% |
| Q1 2020 | $505,000 | -57.7% | 12,025 | -43.9% | 0.02% | -42.5% |
| Q4 2019 | $1,195,000 | +6.8% | 21,454 | -1.0% | 0.04% | +2.6% |
| Q3 2019 | $1,119,000 | -13.6% | 21,661 | -11.8% | 0.04% | -4.9% |
| Q2 2019 | $1,295,000 | -0.7% | 24,549 | -2.3% | 0.04% | -2.4% |
| Q1 2019 | $1,304,000 | +9.9% | 25,116 | 0.0% | 0.04% | +2.4% |
| Q4 2018 | $1,186,000 | -15.0% | 25,116 | -2.8% | 0.04% | -4.7% |
| Q3 2018 | $1,395,000 | -0.2% | 25,833 | 0.0% | 0.04% | -4.4% |
| Q2 2018 | $1,398,000 | -4.3% | 25,833 | 0.0% | 0.04% | -4.3% |
| Q1 2018 | $1,461,000 | -1.6% | 25,833 | -1.2% | 0.05% | -4.1% |
| Q4 2017 | $1,485,000 | +1.6% | 26,148 | -2.1% | 0.05% | -5.8% |
| Q3 2017 | $1,462,000 | +4.6% | 26,704 | -0.7% | 0.05% | -1.9% |
| Q2 2017 | $1,398,000 | -22.7% | 26,891 | -26.1% | 0.05% | -28.4% |
| Q1 2017 | $1,808,000 | +7.0% | 36,398 | -1.1% | 0.07% | +4.2% |
| Q4 2016 | $1,689,000 | -22.9% | 36,820 | -20.7% | 0.07% | -22.8% |
| Q3 2016 | $2,192,000 | +4.8% | 46,426 | -1.3% | 0.09% | +3.4% |
| Q2 2016 | $2,092,000 | -93.7% | 47,034 | -93.6% | 0.09% | -93.7% |
| Q1 2016 | $33,181,000 | +0.2% | 738,668 | +0.7% | 1.42% | -0.7% |
| Q4 2015 | $33,106,000 | +2866.5% | 733,886 | +2814.0% | 1.43% | +2822.4% |
| Q3 2015 | $1,116,000 | -64.2% | 25,185 | -59.3% | 0.05% | -59.2% |
| Q2 2015 | $3,118,000 | +4.0% | 61,948 | +4.1% | 0.12% | +6.2% |
| Q1 2015 | $2,997,000 | +64.8% | 59,521 | +58.2% | 0.11% | +63.8% |
| Q4 2014 | $1,819,000 | – | 37,624 | – | 0.07% | – |
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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% |