VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 376 filers reported holding VANGUARD STAR FDS in Q2 2018. The put-call ratio across all filers is 0.65 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $6,623,000 | -1.6% | 104,178 | -2.1% | 1.10% | -8.1% |
| Q3 2021 | $6,730,000 | -14.1% | 106,380 | -10.8% | 1.20% | -14.8% |
| Q2 2021 | $7,837,000 | -1.4% | 119,322 | -5.9% | 1.40% | -11.3% |
| Q1 2021 | $7,947,000 | -7.3% | 126,740 | -11.0% | 1.58% | -12.3% |
| Q4 2020 | $8,569,000 | +20.9% | 142,439 | +4.9% | 1.80% | +11.5% |
| Q3 2020 | $7,086,000 | +2.9% | 135,821 | -3.0% | 1.62% | -17.0% |
| Q2 2020 | $6,883,000 | +19.8% | 139,983 | +2.2% | 1.95% | +74.7% |
| Q1 2020 | $5,747,000 | -80.4% | 136,960 | -74.0% | 1.12% | -80.3% |
| Q4 2019 | $29,351,000 | +17.0% | 527,050 | +8.5% | 5.65% | +3.2% |
| Q3 2019 | $25,097,000 | -1.6% | 485,807 | +0.5% | 5.47% | -10.9% |
| Q2 2019 | $25,497,000 | -13.4% | 483,363 | -14.8% | 6.14% | -5.0% |
| Q1 2019 | $29,433,000 | +9.9% | 567,105 | -0.0% | 6.47% | -3.8% |
| Q4 2018 | $26,790,000 | +45.2% | 567,337 | +66.0% | 6.72% | +28.8% |
| Q3 2018 | $18,455,000 | +0.3% | 341,762 | +0.5% | 5.22% | -2.6% |
| Q2 2018 | $18,401,000 | -17.4% | 340,129 | -13.7% | 5.36% | -22.1% |
| Q1 2018 | $22,283,000 | -13.5% | 394,044 | -13.1% | 6.88% | -15.1% |
| Q4 2017 | $25,760,000 | +2.7% | 453,447 | -1.1% | 8.10% | +1.7% |
| Q3 2017 | $25,090,000 | +4.8% | 458,430 | -0.5% | 7.97% | +8.8% |
| Q2 2017 | $23,951,000 | +5.1% | 460,863 | +0.5% | 7.32% | -0.6% |
| Q1 2017 | $22,781,000 | +29.1% | 458,547 | +19.2% | 7.36% | +21.1% |
| Q4 2016 | $17,648,000 | +4.3% | 384,661 | +7.3% | 6.08% | -0.1% |
| Q3 2016 | $16,917,000 | +8.9% | 358,332 | +2.6% | 6.08% | +6.3% |
| Q2 2016 | $15,533,000 | -17.8% | 349,204 | -17.0% | 5.73% | -12.0% |
| Q1 2016 | $18,904,000 | – | 420,830 | – | 6.51% | – |
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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% |