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 | $77,618,000 | -4.2% | 1,450,247 | +0.3% | 0.15% | -8.8% |
| Q2 2023 | $81,039,000 | -3.8% | 1,445,470 | -5.3% | 0.16% | -13.0% |
| Q1 2023 | $84,261,000 | +91.5% | 1,526,162 | +79.3% | 0.18% | +82.2% |
| Q4 2022 | $43,997,000 | +8.5% | 851,233 | -3.9% | 0.10% | -7.3% |
| Q3 2022 | $40,551,000 | -7.3% | 886,178 | +4.6% | 0.11% | -3.5% |
| Q2 2022 | $43,738,000 | -17.9% | 847,414 | -4.9% | 0.11% | -5.0% |
| Q1 2022 | $53,242,000 | +127.2% | 891,372 | +141.8% | 0.12% | +133.3% |
| Q4 2021 | $23,439,000 | +20.0% | 368,706 | +19.5% | 0.05% | -1.9% |
| Q3 2021 | $19,526,000 | +4.2% | 308,571 | +8.2% | 0.05% | -3.7% |
| Q2 2021 | $18,732,000 | +18.7% | 285,167 | +13.3% | 0.05% | +8.0% |
| Q1 2021 | $15,778,000 | +84.9% | 251,587 | +53.9% | 0.05% | +22.0% |
| Q3 2020 | $8,534,000 | +56.7% | 163,460 | +47.5% | 0.04% | +36.7% |
| Q2 2020 | $5,445,000 | -0.8% | 110,815 | -15.3% | 0.03% | -16.7% |
| Q1 2020 | $5,491,000 | -83.8% | 130,836 | -78.5% | 0.04% | -82.0% |
| Q4 2019 | $33,849,000 | +8.8% | 607,591 | +0.9% | 0.20% | +18.3% |
| Q3 2019 | $31,103,000 | -2.5% | 602,387 | -0.4% | 0.17% | -11.1% |
| Q2 2019 | $31,904,000 | +2.4% | 604,901 | +0.8% | 0.19% | -8.7% |
| Q1 2019 | $31,147,000 | +8.5% | 599,999 | -1.2% | 0.21% | -5.5% |
| Q4 2018 | $28,710,000 | +2.3% | 607,593 | +16.8% | 0.22% | +8.9% |
| Q3 2018 | $28,074,000 | -19.4% | 520,023 | -19.2% | 0.20% | -26.0% |
| Q2 2018 | $34,828,000 | -0.8% | 643,688 | +3.7% | 0.27% | -7.1% |
| Q1 2018 | $35,098,000 | +0.1% | 620,825 | +0.6% | 0.29% | +2.1% |
| Q4 2017 | $35,052,000 | +22.6% | 617,157 | +18.2% | 0.29% | +18.0% |
| Q3 2017 | $28,582,000 | +1.5% | 522,274 | -3.7% | 0.24% | -3.2% |
| Q2 2017 | $28,167,000 | +55.6% | 542,205 | +48.7% | 0.25% | +45.7% |
| Q1 2017 | $18,104,000 | +847.4% | 364,516 | +775.7% | 0.17% | +723.8% |
| Q4 2016 | $1,911,000 | +82.5% | 41,627 | +89.0% | 0.02% | +75.0% |
| Q3 2016 | $1,047,000 | +4.9% | 22,021 | -2.1% | 0.01% | -7.7% |
| Q2 2016 | $998,000 | -5.9% | 22,489 | -5.1% | 0.01% | +333.3% |
| Q1 2016 | $1,061,000 | -18.1% | 23,689 | -17.7% | 0.00% | -80.0% |
| Q4 2015 | $1,296,000 | -81.9% | 28,792 | -82.2% | 0.02% | -84.2% |
| Q3 2015 | $7,155,000 | -21.6% | 161,464 | -10.9% | 0.10% | -34.9% |
| Q2 2015 | $9,125,000 | -18.5% | 181,306 | -18.4% | 0.15% | -12.6% |
| Q1 2015 | $11,192,000 | +201.4% | 222,277 | +189.4% | 0.17% | +193.0% |
| Q4 2014 | $3,713,000 | +68.2% | 76,802 | +77.4% | 0.06% | +54.1% |
| Q3 2014 | $2,208,000 | +664.0% | 43,293 | +713.2% | 0.04% | +640.0% |
| Q2 2014 | $289,000 | – | 5,324 | – | 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% |