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 | $11,753,892 | +16.6% | 219,616 | +22.1% | 0.10% | +18.8% |
| Q2 2023 | $10,082,900 | +12.3% | 179,795 | +10.6% | 0.08% | -5.6% |
| Q1 2023 | $8,974,656 | +6.8% | 162,555 | +0.1% | 0.09% | -3.2% |
| Q4 2022 | $8,401,374 | -10.1% | 162,440 | -20.4% | 0.09% | -21.2% |
| Q3 2022 | $9,344,000 | +45.5% | 204,151 | +64.1% | 0.12% | +34.1% |
| Q2 2022 | $6,421,000 | +864.1% | 124,417 | +1015.9% | 0.09% | +1000.0% |
| Q1 2022 | $666,000 | -0.1% | 11,149 | +6.3% | 0.01% | -11.1% |
| Q4 2021 | $667,000 | +31.6% | 10,487 | +30.7% | 0.01% | +12.5% |
| Q3 2021 | $507,000 | +14.2% | 8,022 | +18.7% | 0.01% | 0.0% |
| Q2 2021 | $444,000 | -66.8% | 6,761 | -68.3% | 0.01% | -71.4% |
| Q1 2021 | $1,339,000 | +38.2% | 21,355 | +32.5% | 0.03% | +12.0% |
| Q4 2020 | $969,000 | +34.0% | 16,115 | +16.3% | 0.02% | +13.6% |
| Q3 2020 | $723,000 | +53.2% | 13,859 | +44.3% | 0.02% | +46.7% |
| Q2 2020 | $472,000 | +98.3% | 9,604 | +69.2% | 0.02% | +87.5% |
| Q1 2020 | $238,000 | +90.4% | 5,676 | +152.9% | 0.01% | +100.0% |
| Q4 2019 | $125,000 | +35.9% | 2,244 | +25.4% | 0.00% | 0.0% |
| Q3 2019 | $92,000 | -2.1% | 1,790 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $94,000 | +16.0% | 1,790 | +14.5% | 0.00% | 0.0% |
| Q1 2019 | $81,000 | -26.4% | 1,563 | -33.0% | 0.00% | -20.0% |
| Q4 2018 | $110,000 | -12.7% | 2,333 | 0.0% | 0.01% | -16.7% |
| Q3 2018 | $126,000 | 0.0% | 2,333 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $126,000 | -4.5% | 2,333 | 0.0% | 0.01% | -40.0% |
| Q1 2018 | $132,000 | -0.8% | 2,333 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $133,000 | 0.0% | 2,333 | -4.2% | 0.01% | -9.1% |
| Q3 2017 | $133,000 | +9.9% | 2,435 | +4.4% | 0.01% | 0.0% |
| Q2 2017 | $121,000 | -20.4% | 2,333 | -23.8% | 0.01% | -21.4% |
| Q1 2017 | $152,000 | +8.6% | 3,060 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $140,000 | -34.6% | 3,060 | -32.5% | 0.01% | -39.1% |
| Q3 2016 | $214,000 | +6.5% | 4,533 | +0.1% | 0.02% | 0.0% |
| Q2 2016 | $201,000 | -85.8% | 4,530 | -85.7% | 0.02% | -87.1% |
| Q1 2016 | $1,420,000 | -28.5% | 31,623 | -28.1% | 0.18% | -50.4% |
| Q4 2015 | $1,985,000 | +70.8% | 44,001 | +67.9% | 0.36% | -13.1% |
| Q3 2015 | $1,162,000 | +0.1% | 26,212 | +13.6% | 0.41% | -0.2% |
| Q2 2015 | $1,161,000 | +14.0% | 23,066 | +14.0% | 0.41% | +9.2% |
| Q1 2015 | $1,018,000 | -81.8% | 20,225 | -82.5% | 0.38% | -82.1% |
| Q4 2014 | $5,586,000 | +5.9% | 115,562 | +11.8% | 2.11% | +3.0% |
| Q3 2014 | $5,274,000 | – | 103,405 | – | 2.05% | – |
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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% |