VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 248 filers reported holding VANGUARD STAR FDS in Q4 2016. The put-call ratio across all filers is 74.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,009,602 | -5.3% | 18,864 | -0.7% | 0.13% | -1.5% |
| Q2 2023 | $1,065,745 | -2.4% | 19,004 | -3.9% | 0.14% | -7.5% |
| Q1 2023 | $1,092,154 | +6.8% | 19,782 | +0.0% | 0.15% | -5.2% |
| Q4 2022 | $1,022,827 | +13.1% | 19,776 | +0.2% | 0.15% | -1.3% |
| Q3 2022 | $904,000 | -11.2% | 19,746 | +0.1% | 0.16% | -6.6% |
| Q2 2022 | $1,018,000 | -12.4% | 19,732 | +1.4% | 0.17% | -18.5% |
| Q1 2022 | $1,162,000 | -8.4% | 19,459 | -2.5% | 0.20% | -10.1% |
| Q4 2021 | $1,269,000 | +4.8% | 19,963 | +4.3% | 0.23% | -9.9% |
| Q3 2021 | $1,211,000 | -12.1% | 19,148 | -8.7% | 0.25% | -16.8% |
| Q2 2021 | $1,377,000 | +4.9% | 20,965 | +0.1% | 0.30% | -8.2% |
| Q1 2021 | $1,313,000 | +11.2% | 20,946 | -7.4% | 0.33% | -22.1% |
| Q3 2020 | $1,181,000 | +27.1% | 22,630 | +2.2% | 0.42% | -6.0% |
| Q1 2020 | $929,000 | +26.1% | 22,152 | +67.3% | 0.45% | +54.8% |
| Q4 2019 | $737,000 | +2.6% | 13,240 | 0.0% | 0.29% | -1.7% |
| Q3 2019 | $718,000 | +23.8% | 13,240 | +21.0% | 0.30% | +17.9% |
| Q2 2019 | $580,000 | -2.0% | 10,940 | -4.1% | 0.25% | -8.0% |
| Q1 2019 | $592,000 | +19.8% | 11,403 | +9.0% | 0.27% | +10.9% |
| Q4 2018 | $494,000 | -45.9% | 10,458 | -42.3% | 0.25% | -39.5% |
| Q3 2018 | $913,000 | -9.5% | 18,113 | -2.9% | 0.41% | -8.3% |
| Q2 2018 | $1,009,000 | +0.5% | 18,658 | +5.1% | 0.44% | +6.2% |
| Q1 2018 | $1,004,000 | +12.3% | 17,758 | +12.8% | 0.42% | +41.1% |
| Q4 2017 | $894,000 | +15.8% | 15,745 | +11.7% | 0.30% | +11.7% |
| Q3 2017 | $772,000 | +6.9% | 14,097 | +1.4% | 0.27% | +4.7% |
| Q2 2017 | $722,000 | +53.6% | 13,897 | +46.9% | 0.25% | +47.7% |
| Q1 2017 | $470,000 | +8.3% | 9,457 | 0.0% | 0.17% | +38.7% |
| Q4 2016 | $434,000 | – | 9,457 | – | 0.12% | – |
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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% |