VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $972,000 | +0.4% | 15,297 | 0.0% | 0.16% | -6.6% |
| Q3 2021 | $968,000 | -23.6% | 15,297 | -20.7% | 0.17% | -71.7% |
| Q2 2021 | $1,267,000 | +4.7% | 19,297 | 0.0% | 0.59% | -5.9% |
| Q1 2021 | $1,210,000 | +4.2% | 19,297 | 0.0% | 0.63% | -1.1% |
| Q4 2020 | $1,161,000 | +15.3% | 19,297 | 0.0% | 0.64% | +15.5% |
| Q3 2020 | $1,007,000 | +33.9% | 19,297 | +26.1% | 0.55% | +68.7% |
| Q2 2020 | $752,000 | +17.1% | 15,297 | 0.0% | 0.33% | -10.4% |
| Q1 2020 | $642,000 | -24.6% | 15,297 | 0.0% | 0.36% | -18.6% |
| Q4 2019 | $852,000 | +7.8% | 15,297 | 0.0% | 0.45% | +1.6% |
| Q3 2019 | $790,000 | -2.1% | 15,297 | 0.0% | 0.44% | -3.9% |
| Q2 2019 | $807,000 | +1.6% | 15,297 | 0.0% | 0.46% | -4.8% |
| Q1 2019 | $794,000 | +10.0% | 15,297 | 0.0% | 0.48% | +38.2% |
| Q4 2018 | $722,000 | -12.6% | 15,297 | 0.0% | 0.35% | -50.7% |
| Q3 2018 | $826,000 | -0.2% | 15,297 | 0.0% | 0.71% | -4.1% |
| Q2 2018 | $828,000 | -4.3% | 15,297 | 0.0% | 0.74% | +93.2% |
| Q1 2018 | $865,000 | -0.5% | 15,297 | 0.0% | 0.38% | +11.1% |
| Q4 2017 | $869,000 | +3.8% | 15,297 | 0.0% | 0.34% | +6.5% |
| Q3 2017 | $837,000 | – | 15,297 | – | 0.32% | – |
Download | ||||||
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% |