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 | $2,777,628 | -4.1% | 51,899 | +0.5% | 0.30% | -7.2% |
| Q2 2023 | $2,896,516 | -5.8% | 51,650 | -7.2% | 0.32% | -10.1% |
| Q1 2023 | $3,073,699 | +6.9% | 55,673 | +0.2% | 0.36% | +0.3% |
| Q4 2022 | $2,874,063 | +7.5% | 55,570 | -4.9% | 0.36% | -18.4% |
| Q3 2022 | $2,673,000 | -17.8% | 58,409 | -7.2% | 0.44% | -13.2% |
| Q2 2022 | $3,250,000 | -12.8% | 62,965 | +0.9% | 0.50% | -2.1% |
| Q1 2022 | $3,727,000 | -8.9% | 62,388 | -3.0% | 0.51% | -13.9% |
| Q4 2021 | $4,091,000 | +4.1% | 64,350 | +3.6% | 0.60% | -8.9% |
| Q3 2021 | $3,929,000 | -5.1% | 62,108 | -1.5% | 0.65% | -9.3% |
| Q2 2021 | $4,140,000 | -0.3% | 63,037 | -4.8% | 0.72% | -4.6% |
| Q1 2021 | $4,151,000 | +4.4% | 66,211 | +0.2% | 0.76% | -6.7% |
| Q4 2020 | $3,976,000 | -30.6% | 66,085 | -39.8% | 0.81% | -37.1% |
| Q3 2020 | $5,729,000 | +4.5% | 109,806 | -1.5% | 1.29% | -6.5% |
| Q2 2020 | $5,484,000 | -42.7% | 111,534 | -51.1% | 1.38% | -53.3% |
| Q1 2020 | $9,569,000 | -33.7% | 228,047 | -12.0% | 2.95% | -25.7% |
| Q4 2019 | $14,427,000 | -13.6% | 259,061 | -19.9% | 3.96% | -17.1% |
| Q3 2019 | $16,702,000 | -2.3% | 323,306 | -0.2% | 4.78% | -13.1% |
| Q2 2019 | $17,093,000 | +0.2% | 324,041 | -1.5% | 5.50% | -1.2% |
| Q1 2019 | $17,065,000 | +8.9% | 328,809 | -0.9% | 5.57% | -2.4% |
| Q4 2018 | $15,666,000 | – | 331,758 | – | 5.71% | – |
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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% |