VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 512 filers reported holding VANGUARD STAR FDS in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,047,000 | -29.1% | 24,955 | -5.8% | 0.54% | -22.1% |
| Q4 2019 | $1,476,000 | +6.8% | 26,505 | -0.9% | 0.69% | -16.5% |
| Q3 2019 | $1,382,000 | +0.9% | 26,754 | +3.0% | 0.82% | -2.5% |
| Q2 2019 | $1,370,000 | +2.2% | 25,965 | +0.5% | 0.85% | -1.5% |
| Q1 2019 | $1,341,000 | +15.0% | 25,832 | +4.6% | 0.86% | +3.4% |
| Q4 2018 | $1,166,000 | -11.7% | 24,702 | +0.9% | 0.83% | +17.2% |
| Q3 2018 | $1,321,000 | -0.1% | 24,472 | +0.1% | 0.71% | -15.4% |
| Q2 2018 | $1,322,000 | -6.6% | 24,439 | -2.4% | 0.84% | -7.1% |
| Q1 2018 | $1,416,000 | -1.4% | 25,042 | -0.9% | 0.90% | -1.2% |
| Q4 2017 | $1,436,000 | +7.0% | 25,273 | +3.1% | 0.91% | +2.7% |
| Q3 2017 | $1,342,000 | +17.8% | 24,520 | +11.9% | 0.89% | +15.3% |
| Q2 2017 | $1,139,000 | +8.0% | 21,907 | +3.2% | 0.77% | +1.3% |
| Q1 2017 | $1,055,000 | +66.1% | 21,231 | +53.3% | 0.76% | +58.9% |
| Q4 2016 | $635,000 | – | 13,849 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mosaic Advisors LLC | 430,902 | $24,164,975 | 17.99% |
| OKABENA INVESTMENT SERVICES INC | 399,017 | $22,376,873 | 16.38% |
| SAM Advisors, LLC | 657,691 | $36,883,307 | 15.33% |
| 25 LLC | 466,662 | $26,963,740 | 14.93% |
| Global Endowment Management, LP | 2,134,172 | $119,684,366 | 14.21% |
| Sageworth Trust Co | 3,409,732 | $191,217,771 | 13.49% |
| UNIVEST FINANCIAL Corp | 739,094 | $41,448,364 | 12.54% |
| Sunflower Bank, N.A. | 945,121 | $53,002,386 | 12.32% |
| Cairn Investment Group, Inc. | 267,233 | $14,986 | 9.71% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 244,046 | $13,686,101 | 9.56% |