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 | $6,507,674 | -0.9% | 121,593 | +3.8% | 0.60% | +4.1% |
| Q2 2023 | $6,567,582 | +7.4% | 117,111 | +5.7% | 0.58% | +1.4% |
| Q1 2023 | $6,114,811 | +14.8% | 110,755 | +7.6% | 0.57% | +7.7% |
| Q4 2022 | $5,324,701 | +15.7% | 102,952 | +2.4% | 0.53% | +5.2% |
| Q3 2022 | $4,601,000 | +0.3% | 100,531 | +13.1% | 0.50% | +5.4% |
| Q2 2022 | $4,588,000 | +2.9% | 88,901 | +19.2% | 0.48% | +25.1% |
| Q1 2022 | $4,457,000 | -23.7% | 74,612 | -18.8% | 0.38% | -21.4% |
| Q4 2021 | $5,842,000 | +8.9% | 91,894 | +8.3% | 0.49% | -4.5% |
| Q3 2021 | $5,366,000 | +3.8% | 84,821 | +7.8% | 0.51% | +26.6% |
| Q2 2021 | $5,170,000 | +13.2% | 78,708 | +8.0% | 0.40% | -13.4% |
| Q1 2021 | $4,569,000 | +12.1% | 72,869 | +7.5% | 0.46% | -1.3% |
| Q4 2020 | $4,076,000 | +32.4% | 67,760 | +14.8% | 0.47% | +3.8% |
| Q3 2020 | $3,079,000 | +6.4% | 59,017 | +0.2% | 0.45% | -6.4% |
| Q2 2020 | $2,895,000 | +25.2% | 58,872 | +6.8% | 0.48% | +5.0% |
| Q1 2020 | $2,312,000 | +136.2% | 55,106 | +213.5% | 0.46% | +195.5% |
| Q4 2019 | $979,000 | +13.2% | 17,578 | +5.0% | 0.16% | +5.4% |
| Q3 2019 | $865,000 | -1.6% | 16,734 | +0.4% | 0.15% | -3.3% |
| Q2 2019 | $879,000 | +3.0% | 16,671 | +1.4% | 0.15% | +2.0% |
| Q1 2019 | $853,000 | +169.1% | 16,433 | +145.0% | 0.15% | +130.8% |
| Q4 2018 | $317,000 | -67.0% | 6,707 | -62.4% | 0.06% | -64.1% |
| Q3 2018 | $962,000 | +18.0% | 17,820 | +18.3% | 0.18% | +10.4% |
| Q2 2018 | $815,000 | -3.4% | 15,062 | +0.9% | 0.16% | -4.1% |
| Q1 2018 | $844,000 | +0.4% | 14,922 | +0.9% | 0.17% | +3.0% |
| Q4 2017 | $841,000 | – | 14,795 | – | 0.17% | – |
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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% |