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 2023 | $2,615 | +2.9% | 48,862 | +7.8% | 0.02% | 0.0% |
| Q2 2023 | $2,542 | +10.2% | 45,332 | +8.5% | 0.02% | 0.0% |
| Q1 2023 | $2,306 | +212.5% | 41,773 | +192.7% | 0.02% | +220.0% |
| Q4 2022 | $738 | -99.9% | 14,273 | -11.8% | 0.01% | -16.7% |
| Q3 2022 | $741,000 | +47.6% | 16,186 | +66.4% | 0.01% | +50.0% |
| Q2 2022 | $502,000 | -47.0% | 9,727 | -38.6% | 0.00% | -42.9% |
| Q1 2022 | $947,000 | -4.0% | 15,853 | +2.2% | 0.01% | 0.0% |
| Q4 2021 | $986,000 | +102.0% | 15,515 | +109.0% | 0.01% | +75.0% |
| Q2 2021 | $488,000 | 0.0% | 7,425 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $488,000 | 0.0% | 7,425 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $488,000 | 0.0% | 7,425 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $488,000 | 0.0% | 7,425 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $488,000 | 0.0% | 7,425 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $488,000 | 0.0% | 7,425 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $488,000 | 0.0% | 7,425 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $488,000 | 0.0% | 7,425 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $488,000 | 0.0% | 7,425 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $488,000 | +175.7% | 7,425 | +97.6% | 0.00% | 0.0% |
| Q4 2018 | $177,000 | +92.4% | 3,758 | +120.5% | 0.00% | +100.0% |
| Q3 2018 | $92,000 | -14.8% | 1,704 | -15.0% | 0.00% | -50.0% |
| Q2 2018 | $108,000 | +12.5% | 2,004 | +17.6% | 0.00% | 0.0% |
| Q1 2018 | $96,000 | +20.0% | 1,704 | +21.7% | 0.00% | 0.0% |
| Q4 2017 | $80,000 | +3.9% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $77,000 | -47.3% | 1,400 | -50.0% | 0.00% | -42.9% |
| Q2 2017 | $146,000 | +1522.2% | 2,800 | +1300.0% | 0.01% | +600.0% |
| Q2 2016 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $9,000 | – | 200 | – | 0.00% | – |
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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% |