VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $506 | +8.4% | 8,729 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $467 | -4.7% | 8,729 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $490 | +2.3% | 8,729 | +0.7% | 0.01% | -11.1% |
| Q1 2023 | $479 | -0.4% | 8,670 | -6.7% | 0.01% | -10.0% |
| Q4 2022 | $481 | -99.9% | 9,292 | -28.5% | 0.01% | -23.1% |
| Q3 2022 | $595,000 | -27.3% | 12,990 | -18.1% | 0.01% | -23.5% |
| Q2 2022 | $818,000 | +347.0% | 15,854 | +416.8% | 0.02% | +466.7% |
| Q1 2022 | $183,000 | -5.7% | 3,068 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $194,000 | -5.4% | 3,068 | -1.6% | 0.00% | 0.0% |
| Q2 2021 | $205,000 | +5.1% | 3,117 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $195,000 | +3.7% | 3,117 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $188,000 | +17.5% | 3,117 | +1.6% | 0.00% | 0.0% |
| Q3 2020 | $160,000 | +6.0% | 3,068 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $151,000 | +17.1% | 3,068 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $129,000 | -40.0% | 3,068 | -26.2% | 0.00% | -33.3% |
| Q3 2019 | $215,000 | +42.4% | 4,158 | +45.1% | 0.01% | 0.0% |
| Q2 2019 | $151,000 | +1.3% | 2,866 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $149,000 | +10.4% | 2,866 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $135,000 | -12.9% | 2,866 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $155,000 | 0.0% | 2,866 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $155,000 | +127.9% | 2,866 | +138.8% | 0.01% | +100.0% |
| Q1 2018 | $68,000 | 0.0% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $68,000 | +3.0% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $66,000 | +6.5% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $62,000 | +3.3% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $60,000 | +9.1% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $55,000 | -3.5% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $57,000 | +7.5% | 1,200 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $53,000 | – | 1,200 | – | 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% |