VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $946,433 | -2.2% | 17,684 | +2.5% | 0.07% | +1.4% |
| Q2 2023 | $967,282 | -31.1% | 17,248 | -32.2% | 0.07% | -31.0% |
| Q1 2023 | $1,403,895 | -0.5% | 25,428 | -6.7% | 0.10% | -7.4% |
| Q4 2022 | $1,410,263 | +4.3% | 27,267 | -7.7% | 0.11% | -4.4% |
| Q3 2022 | $1,352,000 | -24.3% | 29,533 | -14.7% | 0.11% | -20.4% |
| Q2 2022 | $1,787,000 | +36.6% | 34,631 | +58.2% | 0.14% | +61.4% |
| Q1 2022 | $1,308,000 | -18.1% | 21,889 | -12.9% | 0.09% | -15.4% |
| Q4 2021 | $1,598,000 | -0.5% | 25,133 | -1.0% | 0.10% | -9.6% |
| Q3 2021 | $1,606,000 | +7.0% | 25,388 | +11.1% | 0.12% | -2.5% |
| Q2 2021 | $1,501,000 | +7.8% | 22,856 | +3.0% | 0.12% | -11.9% |
| Q1 2021 | $1,392,000 | +12.1% | 22,194 | +7.5% | 0.13% | +3.9% |
| Q4 2020 | $1,242,000 | -67.2% | 20,639 | -71.6% | 0.13% | -55.5% |
| Q3 2020 | $3,790,000 | +236.3% | 72,654 | +217.1% | 0.29% | +71.6% |
| Q2 2020 | $1,127,000 | -10.0% | 22,911 | +1.9% | 0.17% | +7.0% |
| Q4 2019 | $1,252,000 | – | 22,476 | – | 0.16% | – |
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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% |