VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 133 filers reported holding VANGUARD STAR FDS in Q4 2014. The put-call ratio across all filers is 3.90 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,484,420 | +3.1% | 83,790 | +8.0% | 0.94% | +6.4% |
| Q2 2023 | $4,351,221 | +23.0% | 77,580 | +21.1% | 0.88% | +22.3% |
| Q1 2023 | $3,538,011 | +157.6% | 64,083 | +141.3% | 0.72% | +147.1% |
| Q4 2022 | $1,373,427 | +7.6% | 26,555 | -4.8% | 0.29% | -2.7% |
| Q3 2022 | $1,276,000 | -21.9% | 27,889 | +2.0% | 0.30% | +0.3% |
| Q2 2022 | $1,633,000 | 0.0% | 27,330 | -0.0% | 0.30% | 0.0% |
| Q1 2022 | $1,633,000 | +15.1% | 27,335 | +1.8% | 0.30% | +20.6% |
| Q4 2021 | $1,419,000 | +4.9% | 26,850 | +25.6% | 0.25% | -2.0% |
| Q3 2021 | $1,353,000 | -1.7% | 21,385 | +2.1% | 0.25% | -3.8% |
| Q2 2021 | $1,376,000 | +5.6% | 20,952 | +0.9% | 0.26% | +16.4% |
| Q1 2021 | $1,303,000 | +4.6% | 20,774 | +0.2% | 0.22% | -17.6% |
| Q4 2020 | $1,246,000 | +16.4% | 20,728 | +1.0% | 0.27% | +1.9% |
| Q3 2020 | $1,070,000 | +333.2% | 20,518 | +309.7% | 0.27% | +300.0% |
| Q2 2020 | $247,000 | +18.2% | 5,008 | +0.5% | 0.07% | -5.6% |
| Q1 2020 | $209,000 | -57.1% | 4,983 | -43.0% | 0.07% | -44.1% |
| Q4 2019 | $487,000 | +26.2% | 8,746 | +16.8% | 0.13% | +35.1% |
| Q3 2019 | $386,000 | +50.2% | 7,488 | +53.4% | 0.09% | +51.6% |
| Q2 2019 | $257,000 | +13.2% | 4,881 | +1.5% | 0.06% | -7.5% |
| Q4 2018 | $227,000 | -55.3% | 4,810 | -49.0% | 0.07% | -50.7% |
| Q3 2018 | $508,000 | +98.4% | 9,428 | +99.1% | 0.14% | +88.9% |
| Q2 2018 | $256,000 | -3.0% | 4,736 | +1.1% | 0.07% | -4.0% |
| Q1 2018 | $264,000 | -0.4% | 4,685 | +0.3% | 0.08% | 0.0% |
| Q4 2017 | $265,000 | +5.6% | 4,673 | +1.9% | 0.08% | 0.0% |
| Q3 2017 | $251,000 | +5.9% | 4,586 | +0.5% | 0.08% | +2.7% |
| Q2 2017 | $237,000 | +5.8% | 4,561 | +1.1% | 0.07% | +1.4% |
| Q1 2017 | $224,000 | +8.7% | 4,513 | +0.3% | 0.07% | 0.0% |
| Q4 2016 | $206,000 | -2.4% | 4,498 | +0.9% | 0.07% | -5.3% |
| Q3 2016 | $211,000 | -1.9% | 4,460 | +4.6% | 0.08% | -7.3% |
| Q2 2015 | $215,000 | -0.5% | 4,265 | 0.0% | 0.08% | -2.4% |
| Q1 2015 | $216,000 | -0.9% | 4,265 | -0.2% | 0.08% | -4.5% |
| Q3 2014 | $218,000 | -4.4% | 4,275 | +1.9% | 0.09% | -6.4% |
| Q2 2014 | $228,000 | +5.6% | 4,195 | +1.8% | 0.09% | -4.1% |
| Q4 2013 | $216,000 | +5.4% | 4,120 | +0.9% | 0.10% | -9.3% |
| Q3 2013 | $205,000 | – | 4,083 | – | 0.11% | – |
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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% |