VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 514 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,202,062 | -11.0% | 526,944 | -6.7% | 0.04% | -9.5% |
| Q2 2023 | $31,683,717 | +3.1% | 564,974 | +1.5% | 0.04% | -4.5% |
| Q1 2023 | $30,722,431 | +2.5% | 556,465 | -4.0% | 0.04% | -2.2% |
| Q4 2022 | $29,981,987 | -22.2% | 579,698 | -31.2% | 0.04% | -32.8% |
| Q3 2022 | $38,550,000 | -19.4% | 842,249 | -9.1% | 0.07% | -15.2% |
| Q2 2022 | $47,839,000 | -18.4% | 926,938 | -5.6% | 0.08% | -13.2% |
| Q1 2022 | $58,635,000 | +3.1% | 981,507 | +9.7% | 0.09% | 0.0% |
| Q4 2021 | $56,852,000 | -6.8% | 894,327 | -7.3% | 0.09% | -15.7% |
| Q3 2021 | $61,026,000 | -46.7% | 964,680 | -44.6% | 0.11% | -46.8% |
| Q2 2021 | $114,414,000 | +1456.2% | 1,741,995 | +1385.5% | 0.20% | +1253.3% |
| Q1 2021 | $7,352,000 | +29.3% | 117,264 | +24.1% | 0.02% | +15.4% |
| Q4 2020 | $5,686,000 | +35.8% | 94,511 | +17.7% | 0.01% | +18.2% |
| Q3 2020 | $4,187,000 | +6.3% | 80,266 | +0.2% | 0.01% | 0.0% |
| Q2 2020 | $3,940,000 | +49.2% | 80,140 | +27.3% | 0.01% | +22.2% |
| Q1 2020 | $2,641,000 | +39.8% | 62,943 | +85.6% | 0.01% | +50.0% |
| Q4 2019 | $1,889,000 | +13.8% | 33,912 | +5.5% | 0.01% | +20.0% |
| Q3 2019 | $1,660,000 | -3.1% | 32,133 | -1.1% | 0.01% | -16.7% |
| Q2 2019 | $1,713,000 | +5.5% | 32,475 | +3.9% | 0.01% | 0.0% |
| Q1 2019 | $1,623,000 | +53.0% | 31,268 | +39.2% | 0.01% | +50.0% |
| Q4 2018 | $1,061,000 | -28.7% | 22,463 | -18.5% | 0.00% | -33.3% |
| Q3 2018 | $1,488,000 | +11.8% | 27,549 | +12.0% | 0.01% | +20.0% |
| Q2 2018 | $1,331,000 | +1.5% | 24,607 | +6.1% | 0.01% | 0.0% |
| Q1 2018 | $1,311,000 | +25.1% | 23,182 | +25.7% | 0.01% | 0.0% |
| Q4 2017 | $1,048,000 | +146.0% | 18,441 | +137.0% | 0.01% | +150.0% |
| Q3 2017 | $426,000 | +13.0% | 7,782 | +7.1% | 0.00% | 0.0% |
| Q2 2017 | $377,000 | +26.5% | 7,263 | +21.2% | 0.00% | 0.0% |
| Q1 2017 | $298,000 | +24.2% | 5,993 | +14.8% | 0.00% | +100.0% |
| Q4 2016 | $240,000 | -19.5% | 5,221 | -17.3% | 0.00% | -50.0% |
| Q3 2016 | $298,000 | +38.6% | 6,312 | +30.3% | 0.00% | 0.0% |
| Q2 2016 | $215,000 | -75.6% | 4,845 | -75.3% | 0.00% | -71.4% |
| Q1 2016 | $880,000 | -35.2% | 19,588 | -34.9% | 0.01% | -36.4% |
| Q4 2015 | $1,357,000 | +1.8% | 30,080 | 0.0% | 0.01% | -8.3% |
| Q3 2015 | $1,333,000 | -7.0% | 30,080 | +5.6% | 0.01% | -7.7% |
| Q2 2015 | $1,433,000 | +534.1% | 28,480 | +535.7% | 0.01% | +550.0% |
| Q1 2015 | $226,000 | -3.0% | 4,480 | -7.1% | 0.00% | 0.0% |
| Q4 2014 | $233,000 | +6.9% | 4,822 | +12.7% | 0.00% | -33.3% |
| Q3 2014 | $218,000 | +10.7% | 4,280 | +18.2% | 0.00% | 0.0% |
| Q2 2014 | $197,000 | -9.6% | 3,620 | -13.4% | 0.00% | 0.0% |
| Q1 2014 | $218,000 | -0.5% | 4,180 | 0.0% | 0.00% | -25.0% |
| Q4 2013 | $219,000 | +208.5% | 4,180 | +194.8% | 0.00% | +300.0% |
| Q3 2013 | $71,000 | -1.4% | 1,418 | -10.3% | 0.00% | -50.0% |
| Q2 2013 | $72,000 | – | 1,580 | – | 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% |