VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 425 filers reported holding VANGUARD STAR FDS in Q3 2019. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $472,190 | -11.9% | 8,823 | -7.7% | 0.04% | -11.1% |
| Q2 2023 | $535,922 | +2.6% | 9,556 | +1.0% | 0.04% | -2.2% |
| Q1 2023 | $522,198 | +7.9% | 9,458 | +1.1% | 0.05% | -2.1% |
| Q4 2022 | $483,920 | +14.4% | 9,357 | +1.2% | 0.05% | +4.4% |
| Q3 2022 | $423,000 | -10.9% | 9,248 | +0.5% | 0.04% | -8.2% |
| Q2 2022 | $475,000 | -12.7% | 9,198 | +1.1% | 0.05% | -2.0% |
| Q1 2022 | $544,000 | -5.7% | 9,099 | +0.2% | 0.05% | -2.0% |
| Q4 2021 | $577,000 | +29.4% | 9,078 | +28.7% | 0.05% | +18.6% |
| Q3 2021 | $446,000 | -7.1% | 7,051 | -3.6% | 0.04% | -10.4% |
| Q2 2021 | $480,000 | +10.3% | 7,315 | +1.2% | 0.05% | -2.0% |
| Q4 2020 | $435,000 | +24.3% | 7,228 | +1.5% | 0.05% | -23.4% |
| Q2 2020 | $350,000 | -5.1% | 7,124 | +7.5% | 0.06% | -3.0% |
| Q4 2019 | $369,000 | +14.2% | 6,630 | +5.9% | 0.07% | +4.8% |
| Q3 2019 | $323,000 | -1.5% | 6,260 | +0.6% | 0.06% | -1.6% |
| Q2 2019 | $328,000 | -3.5% | 6,224 | -5.0% | 0.06% | -7.2% |
| Q1 2019 | $340,000 | +10.0% | 6,553 | +0.3% | 0.07% | +1.5% |
| Q4 2018 | $309,000 | -11.2% | 6,533 | +1.5% | 0.07% | -6.8% |
| Q3 2018 | $348,000 | 0.0% | 6,439 | 0.0% | 0.07% | -31.1% |
| Q2 2018 | $348,000 | -4.4% | 6,439 | +0.2% | 0.11% | +32.5% |
| Q1 2018 | $364,000 | +7.4% | 6,428 | +7.9% | 0.08% | +5.3% |
| Q4 2017 | $339,000 | +5.0% | 5,959 | +0.9% | 0.08% | +1.3% |
| Q3 2017 | $323,000 | +5.9% | 5,903 | +0.5% | 0.08% | -1.3% |
| Q2 2017 | $305,000 | +5.5% | 5,871 | +1.0% | 0.08% | +1.3% |
| Q1 2017 | $289,000 | +8.6% | 5,810 | +0.3% | 0.08% | +1.4% |
| Q4 2016 | $266,000 | -1.8% | 5,792 | +0.9% | 0.07% | -3.9% |
| Q3 2016 | $271,000 | +6.7% | 5,743 | +0.6% | 0.08% | +10.0% |
| Q2 2016 | $254,000 | +0.4% | 5,709 | +1.2% | 0.07% | +1.4% |
| Q1 2016 | $253,000 | -1.6% | 5,641 | -1.3% | 0.07% | +3.0% |
| Q4 2015 | $257,000 | +0.8% | 5,713 | -0.9% | 0.07% | +1.5% |
| Q3 2015 | $255,000 | -11.1% | 5,767 | +1.0% | 0.07% | -15.4% |
| Q2 2015 | $287,000 | +2107.7% | 5,709 | +2054.3% | 0.08% | +2500.0% |
| Q1 2015 | $13,000 | 0.0% | 265 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $13,000 | +18.2% | 265 | +23.3% | 0.00% | 0.0% |
| Q3 2014 | $11,000 | -8.3% | 215 | 0.0% | 0.00% | -25.0% |
| Q2 2014 | $12,000 | +9.1% | 215 | 0.0% | 0.00% | -20.0% |
| Q1 2014 | $11,000 | 0.0% | 215 | 0.0% | 0.01% | -16.7% |
| Q4 2013 | $11,000 | 0.0% | 215 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $11,000 | +10.0% | 215 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $10,000 | – | 215 | – | 0.01% | – |
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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% |