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 | $1,604,852 | +37.2% | 29,986 | +43.7% | 0.06% | +42.9% |
| Q2 2023 | $1,170,004 | -19.5% | 20,863 | -20.8% | 0.04% | -12.5% |
| Q1 2023 | $1,454,241 | +29.3% | 26,340 | +21.1% | 0.05% | +20.0% |
| Q4 2022 | $1,124,721 | -0.0% | 21,746 | -11.6% | 0.04% | -7.0% |
| Q3 2022 | $1,125,000 | -6.5% | 24,587 | +5.5% | 0.04% | +2.4% |
| Q2 2022 | $1,203,000 | -16.6% | 23,311 | -3.4% | 0.04% | -2.3% |
| Q1 2022 | $1,442,000 | -8.9% | 24,138 | -3.1% | 0.04% | -2.3% |
| Q4 2021 | $1,583,000 | -9.3% | 24,909 | -9.7% | 0.04% | -15.4% |
| Q3 2021 | $1,745,000 | +8.5% | 27,591 | +12.7% | 0.05% | +8.3% |
| Q2 2021 | $1,608,000 | +42.2% | 24,481 | +35.7% | 0.05% | +33.3% |
| Q1 2021 | $1,131,000 | +16.5% | 18,035 | +11.7% | 0.04% | +9.1% |
| Q4 2020 | $971,000 | +22.0% | 16,143 | +5.9% | 0.03% | +3.1% |
| Q3 2020 | $796,000 | +30.9% | 15,248 | +23.3% | 0.03% | +18.5% |
| Q2 2020 | $608,000 | +6.3% | 12,368 | -9.3% | 0.03% | -20.6% |
| Q1 2020 | $572,000 | -0.3% | 13,632 | +32.2% | 0.03% | +41.7% |
| Q4 2019 | $574,000 | +23.7% | 10,312 | +14.9% | 0.02% | +9.1% |
| Q3 2019 | $464,000 | -13.4% | 8,977 | -11.6% | 0.02% | -21.4% |
| Q2 2019 | $536,000 | -11.3% | 10,160 | -12.7% | 0.03% | -17.6% |
| Q1 2019 | $604,000 | -25.6% | 11,633 | -32.3% | 0.03% | -42.4% |
| Q4 2018 | $812,000 | -5.8% | 17,186 | +7.7% | 0.06% | +15.7% |
| Q3 2018 | $862,000 | +78.5% | 15,962 | +78.9% | 0.05% | +59.4% |
| Q2 2018 | $483,000 | +34.5% | 8,921 | +40.7% | 0.03% | +23.1% |
| Q1 2018 | $359,000 | +17.3% | 6,339 | +17.6% | 0.03% | +8.3% |
| Q4 2017 | $306,000 | +43.0% | 5,392 | +37.7% | 0.02% | +33.3% |
| Q3 2017 | $214,000 | -7.8% | 3,917 | -12.1% | 0.02% | -18.2% |
| Q2 2017 | $232,000 | -35.4% | 4,455 | -38.4% | 0.02% | -37.1% |
| Q1 2017 | $359,000 | +13.6% | 7,233 | +5.2% | 0.04% | 0.0% |
| Q4 2016 | $316,000 | -2.2% | 6,876 | +0.6% | 0.04% | -7.9% |
| Q3 2016 | $323,000 | +25.7% | 6,837 | +18.5% | 0.04% | +11.8% |
| Q2 2016 | $257,000 | – | 5,772 | – | 0.03% | – |
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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% |