VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 514 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $242,416 | +3.6% | 4,529 | +8.6% | 0.01% | 0.0% |
| Q2 2023 | $233,989 | +1.8% | 4,172 | +0.2% | 0.01% | -14.3% |
| Q1 2023 | $229,902 | +106831.2% | 4,164 | +0.0% | 0.01% | +16.7% |
| Q4 2022 | $215 | -99.9% | 4,162 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $190,000 | +31.9% | 4,154 | +48.6% | 0.01% | +50.0% |
| Q2 2022 | $144,000 | -5.3% | 2,796 | +9.6% | 0.00% | 0.0% |
| Q1 2022 | $152,000 | +230.4% | 2,551 | +251.9% | 0.00% | +300.0% |
| Q4 2021 | $46,000 | +2.2% | 725 | +1.5% | 0.00% | 0.0% |
| Q3 2021 | $45,000 | -4.3% | 714 | +0.6% | 0.00% | 0.0% |
| Q2 2021 | $47,000 | +6.8% | 710 | +0.3% | 0.00% | 0.0% |
| Q1 2021 | $44,000 | +4.8% | 708 | +0.7% | 0.00% | 0.0% |
| Q4 2020 | $42,000 | +16.7% | 703 | +1.0% | 0.00% | 0.0% |
| Q3 2020 | $36,000 | +5.9% | 696 | +0.7% | 0.00% | 0.0% |
| Q2 2020 | $34,000 | +17.2% | 691 | +0.4% | 0.00% | 0.0% |
| Q1 2020 | $29,000 | -23.7% | 688 | +0.3% | 0.00% | 0.0% |
| Q4 2019 | $38,000 | -84.6% | 686 | -84.9% | 0.00% | -88.9% |
| Q3 2018 | $246,000 | -8.2% | 4,552 | -8.1% | 0.01% | -25.0% |
| Q2 2018 | $268,000 | -4.3% | 4,952 | 0.0% | 0.01% | -7.7% |
| Q1 2018 | $280,000 | -8.8% | 4,952 | -8.3% | 0.01% | -18.8% |
| Q4 2017 | $307,000 | +3.7% | 5,402 | 0.0% | 0.02% | -5.9% |
| Q3 2017 | $296,000 | +5.3% | 5,402 | 0.0% | 0.02% | -5.6% |
| Q2 2017 | $281,000 | +2.9% | 5,402 | -1.8% | 0.02% | 0.0% |
| Q1 2017 | $273,000 | +8.3% | 5,502 | +0.0% | 0.02% | 0.0% |
| Q4 2016 | $252,000 | -2.7% | 5,500 | +0.1% | 0.02% | -30.8% |
| Q3 2016 | $259,000 | +20.5% | 5,494 | +13.6% | 0.03% | +4.0% |
| Q2 2016 | $215,000 | -0.9% | 4,835 | 0.0% | 0.02% | -7.4% |
| Q1 2016 | $217,000 | -0.5% | 4,835 | 0.0% | 0.03% | +92.9% |
| Q4 2015 | $218,000 | – | 4,835 | – | 0.01% | – |
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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% |