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 | $53,649,625 | +15.3% | 1,002,422 | +20.8% | 4.20% | +7.1% |
| Q2 2023 | $46,525,202 | -14.1% | 829,622 | -15.4% | 3.92% | -12.0% |
| Q1 2023 | $54,136,718 | +70.6% | 980,560 | +59.8% | 4.46% | +64.0% |
| Q4 2022 | $31,741,340 | +565.0% | 613,715 | +488.5% | 2.72% | +447.8% |
| Q3 2022 | $4,773,000 | -21.3% | 104,280 | -11.3% | 0.50% | -10.6% |
| Q2 2022 | $6,067,000 | +11.9% | 117,550 | +29.5% | 0.56% | +48.4% |
| Q1 2022 | $5,424,000 | -72.9% | 90,800 | -71.1% | 0.37% | -62.4% |
| Q4 2021 | $19,985,000 | +213.3% | 314,378 | +211.8% | 1.00% | +168.2% |
| Q3 2021 | $6,379,000 | -8.9% | 100,833 | -5.4% | 0.37% | -15.3% |
| Q2 2021 | $7,004,000 | +2.0% | 106,638 | -2.7% | 0.44% | -18.0% |
| Q1 2021 | $6,869,000 | +54.5% | 109,549 | +48.3% | 0.53% | +19.2% |
| Q4 2020 | $4,445,000 | +25.6% | 73,889 | +8.9% | 0.45% | +1.1% |
| Q3 2020 | $3,539,000 | +88.9% | 67,839 | +78.0% | 0.44% | +67.2% |
| Q2 2020 | $1,873,000 | -41.6% | 38,109 | -49.5% | 0.26% | -69.3% |
| Q1 2020 | $3,205,000 | +202.9% | 75,504 | +297.4% | 0.86% | +305.6% |
| Q4 2019 | $1,058,000 | +7.7% | 19,000 | 0.0% | 0.21% | +0.5% |
| Q3 2019 | $982,000 | -11.7% | 19,000 | -9.9% | 0.21% | -22.3% |
| Q2 2019 | $1,112,000 | – | 21,096 | – | 0.27% | – |
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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% |