VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 434 filers reported holding VANGUARD STAR FDS in Q1 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,132,601 | -8.0% | 21,162 | -3.6% | 0.30% | -4.8% |
| Q2 2023 | $1,230,752 | -1.0% | 21,946 | -2.5% | 0.31% | -5.4% |
| Q1 2023 | $1,243,145 | +8.3% | 22,517 | +1.5% | 0.33% | +2.2% |
| Q4 2022 | $1,147,890 | +15.4% | 22,194 | +2.1% | 0.32% | +8.7% |
| Q3 2022 | $995,000 | -5.5% | 21,741 | +6.6% | 0.30% | -0.3% |
| Q2 2022 | $1,053,000 | -10.0% | 20,401 | +4.2% | 0.30% | +3.4% |
| Q1 2022 | $1,170,000 | -0.5% | 19,586 | +5.9% | 0.29% | +3.9% |
| Q4 2021 | $1,176,000 | +2.5% | 18,503 | +2.0% | 0.28% | -2.8% |
| Q3 2021 | $1,147,000 | -6.4% | 18,132 | -2.7% | 0.29% | -6.8% |
| Q2 2021 | $1,225,000 | -1.8% | 18,644 | -6.3% | 0.31% | -9.1% |
| Q1 2021 | $1,248,000 | -4.6% | 19,905 | -8.4% | 0.34% | -9.1% |
| Q4 2020 | $1,308,000 | +8.6% | 21,739 | -5.8% | 0.37% | -3.6% |
| Q3 2020 | $1,204,000 | -5.8% | 23,069 | -11.2% | 0.39% | -12.0% |
| Q2 2020 | $1,278,000 | +15.2% | 25,983 | -1.7% | 0.44% | -1.6% |
| Q1 2020 | $1,109,000 | -90.7% | 26,430 | -87.6% | 0.45% | -90.9% |
| Q4 2019 | $11,897,000 | +8.9% | 213,635 | +1.1% | 4.94% | +1.0% |
| Q3 2019 | $10,920,000 | -1.1% | 211,388 | +1.0% | 4.89% | -1.5% |
| Q2 2019 | $11,044,000 | +1.9% | 209,365 | +0.2% | 4.96% | -1.1% |
| Q1 2019 | $10,841,000 | +13.8% | 208,881 | +3.5% | 5.02% | -5.9% |
| Q4 2018 | $9,529,000 | -7.6% | 201,799 | +5.7% | 5.33% | +5.0% |
| Q3 2018 | $10,314,000 | +7.7% | 190,993 | +7.9% | 5.08% | +0.8% |
| Q2 2018 | $9,573,000 | -3.5% | 176,947 | +0.8% | 5.04% | -4.8% |
| Q1 2018 | $9,925,000 | +16.6% | 175,516 | +17.1% | 5.29% | +18.6% |
| Q4 2017 | $8,512,000 | +4.8% | 149,831 | +1.0% | 4.46% | -0.2% |
| Q3 2017 | $8,121,000 | +2.5% | 148,379 | -2.6% | 4.47% | -1.0% |
| Q2 2017 | $7,921,000 | +6.4% | 152,410 | +1.7% | 4.52% | +0.6% |
| Q1 2017 | $7,444,000 | +10.1% | 149,845 | +1.7% | 4.49% | +1.8% |
| Q4 2016 | $6,762,000 | -12.9% | 147,379 | -10.4% | 4.41% | -14.0% |
| Q3 2016 | $7,767,000 | +6.7% | 164,517 | +0.6% | 5.13% | +0.4% |
| Q2 2016 | $7,278,000 | – | 163,613 | – | 5.11% | – |
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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% |