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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $32,089,000 | +2.0% | 615,087 | -3.9% | 1.08% | -7.3% |
| Q2 2020 | $31,472,000 | +7.2% | 640,068 | -8.6% | 1.16% | -7.9% |
| Q1 2020 | $29,370,000 | -22.8% | 699,955 | +2.5% | 1.26% | -1.7% |
| Q4 2019 | $38,051,000 | +10.1% | 683,032 | +2.1% | 1.28% | +4.6% |
| Q3 2019 | $34,549,000 | -5.6% | 668,838 | -3.6% | 1.23% | -2.8% |
| Q2 2019 | $36,586,000 | -6.5% | 693,570 | -8.0% | 1.26% | -5.7% |
| Q1 2019 | $39,112,000 | +14.1% | 753,666 | +3.8% | 1.34% | -1.0% |
| Q4 2018 | $34,274,000 | -5.2% | 725,842 | +8.5% | 1.35% | +9.4% |
| Q3 2018 | $36,139,000 | +3.8% | 669,047 | +3.9% | 1.24% | -5.7% |
| Q2 2018 | $34,829,000 | -2.7% | 643,867 | +1.7% | 1.31% | -4.9% |
| Q1 2018 | $35,808,000 | +3.8% | 633,387 | +4.3% | 1.38% | +0.7% |
| Q4 2017 | $34,484,000 | +12.8% | 606,984 | +8.7% | 1.37% | +4.3% |
| Q3 2017 | $30,563,000 | +9.9% | 558,378 | +4.2% | 1.32% | +6.0% |
| Q2 2017 | $27,812,000 | +30.8% | 535,767 | +26.8% | 1.24% | +12.9% |
| Q1 2017 | $21,268,000 | +22.9% | 422,405 | +12.0% | 1.10% | +25.6% |
| Q4 2016 | $17,311,000 | +4.5% | 377,309 | +7.5% | 0.88% | -0.5% |
| Q3 2016 | $16,565,000 | +15.4% | 350,881 | +8.6% | 0.88% | +10.0% |
| Q2 2016 | $14,357,000 | +6.4% | 322,996 | +7.6% | 0.80% | +6.5% |
| Q1 2016 | $13,490,000 | +17.2% | 300,128 | +17.7% | 0.75% | +25.8% |
| Q4 2015 | $11,508,000 | +15.2% | 255,035 | +13.2% | 0.60% | +8.6% |
| Q3 2015 | $9,987,000 | +53.9% | 225,392 | +75.1% | 0.55% | +88.7% |
| Q2 2015 | $6,489,000 | +44.3% | 128,737 | +44.3% | 0.29% | -2.0% |
| Q1 2015 | $4,498,000 | +176.0% | 89,186 | +165.3% | 0.30% | +149.6% |
| Q4 2014 | $1,630,000 | +63.8% | 33,613 | +72.2% | 0.12% | +50.6% |
| Q3 2014 | $995,000 | +36.5% | 19,519 | +45.3% | 0.08% | +49.1% |
| Q2 2014 | $729,000 | +23.6% | 13,430 | +18.6% | 0.05% | +20.5% |
| Q1 2014 | $590,000 | +20.9% | 11,325 | +21.3% | 0.04% | +12.8% |
| Q4 2013 | $488,000 | +38.6% | 9,338 | +33.1% | 0.04% | +95.0% |
| Q3 2013 | $352,000 | +34.9% | 7,014 | +25.3% | 0.02% | -4.8% |
| Q2 2013 | $261,000 | – | 5,597 | – | 0.02% | – |
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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% |