VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 248 filers reported holding VANGUARD STAR FDS in Q4 2016. The put-call ratio across all filers is 74.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $99,856,000 | +34.4% | 1,520,333 | +28.3% | 1.18% | +36.1% |
| Q1 2021 | $74,314,000 | +15.8% | 1,185,217 | +11.1% | 0.87% | +12.3% |
| Q4 2020 | $64,196,000 | +43.7% | 1,067,093 | +24.6% | 0.77% | +29.1% |
| Q3 2020 | $44,683,000 | +8.6% | 856,472 | +2.4% | 0.60% | +4.0% |
| Q2 2020 | $41,141,000 | +10.5% | 836,703 | -5.7% | 0.57% | -3.2% |
| Q1 2020 | $37,236,000 | -68.4% | 887,406 | -57.6% | 0.59% | -49.7% |
| Q4 2019 | $117,846,000 | +124.5% | 2,092,806 | +106.0% | 1.18% | +105.6% |
| Q3 2019 | $52,487,000 | -24.6% | 1,015,990 | -23.0% | 0.57% | -23.7% |
| Q2 2019 | $69,608,000 | +20.1% | 1,319,581 | +18.1% | 0.75% | +18.1% |
| Q1 2019 | $57,974,000 | +36.4% | 1,117,030 | +24.1% | 0.64% | +16.1% |
| Q4 2018 | $42,502,000 | -66.1% | 900,074 | -61.2% | 0.55% | -54.6% |
| Q3 2018 | $125,400,000 | +51.9% | 2,322,230 | +52.2% | 1.21% | +47.6% |
| Q2 2018 | $82,571,000 | +4.1% | 1,526,275 | +8.8% | 0.82% | +0.5% |
| Q1 2018 | $79,315,000 | -40.4% | 1,402,561 | -40.1% | 0.81% | -35.0% |
| Q4 2017 | $132,986,000 | +2.0% | 2,340,889 | -1.8% | 1.25% | +18.4% |
| Q3 2017 | $130,410,000 | +2.2% | 2,382,790 | -2.9% | 1.06% | -2.8% |
| Q2 2017 | $127,563,000 | +1.0% | 2,454,549 | -3.4% | 1.09% | +0.1% |
| Q1 2017 | $126,245,000 | +22.3% | 2,541,157 | +13.0% | 1.09% | +28.8% |
| Q4 2016 | $103,187,000 | +4.9% | 2,249,061 | +7.9% | 0.84% | +9.8% |
| Q3 2016 | $98,369,000 | +80.7% | 2,083,649 | +70.2% | 0.77% | +65.5% |
| Q2 2016 | $54,444,000 | -24.0% | 1,224,011 | -23.3% | 0.46% | -32.2% |
| Q1 2016 | $71,674,000 | +2.4% | 1,595,590 | +2.9% | 0.68% | +1.2% |
| Q4 2015 | $69,977,000 | +35.5% | 1,551,242 | +33.1% | 0.68% | +25.0% |
| Q3 2015 | $51,635,000 | +592.8% | 1,165,057 | +686.7% | 0.54% | +488.0% |
| Q2 2015 | $7,453,000 | -36.0% | 148,086 | -36.0% | 0.09% | -30.3% |
| Q1 2015 | $11,642,000 | +41.6% | 231,231 | +36.0% | 0.13% | +38.9% |
| Q4 2014 | $8,219,000 | -2.4% | 170,018 | +3.0% | 0.10% | -58.0% |
| Q3 2014 | $8,419,000 | -20.5% | 165,070 | -15.4% | 0.23% | -20.4% |
| Q2 2014 | $10,590,000 | +14.5% | 195,070 | +10.1% | 0.28% | +2.2% |
| Q1 2014 | $9,248,000 | -10.2% | 177,170 | -9.9% | 0.28% | -29.1% |
| Q4 2013 | $10,298,000 | +57.2% | 196,595 | +50.5% | 0.39% | +38.5% |
| Q3 2013 | $6,551,000 | +34.5% | 130,636 | +23.0% | 0.28% | +65.5% |
| Q2 2013 | $4,869,000 | – | 106,207 | – | 0.17% | – |
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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% |