VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 376 filers reported holding VANGUARD STAR FDS in Q2 2018. The put-call ratio across all filers is 0.65 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,045,448 | -8.3% | 150,326 | -3.9% | 0.25% | -7.1% |
| Q2 2023 | $8,772,707 | -9.0% | 156,432 | -10.4% | 0.27% | -14.4% |
| Q1 2023 | $9,638,949 | -17.0% | 174,587 | -22.2% | 0.31% | -21.6% |
| Q4 2022 | $11,609,589 | +408.5% | 224,470 | +350.1% | 0.40% | +272.0% |
| Q3 2022 | $2,283,000 | -13.5% | 49,874 | -2.4% | 0.11% | -13.7% |
| Q2 2022 | $2,638,000 | -15.8% | 51,110 | -2.6% | 0.12% | -7.5% |
| Q1 2022 | $3,134,000 | -68.8% | 52,454 | -66.8% | 0.13% | -65.8% |
| Q4 2021 | $10,053,000 | +2316.6% | 158,136 | +1864.7% | 0.39% | +1251.7% |
| Q3 2019 | $416,000 | -2.1% | 8,049 | 0.0% | 0.03% | -9.4% |
| Q2 2019 | $425,000 | +1.7% | 8,049 | 0.0% | 0.03% | -5.9% |
| Q1 2019 | $418,000 | +10.0% | 8,049 | 0.0% | 0.03% | -24.4% |
| Q4 2018 | $380,000 | -12.6% | 8,049 | 0.0% | 0.04% | +15.4% |
| Q3 2018 | $435,000 | 0.0% | 8,049 | 0.0% | 0.04% | -7.1% |
| Q2 2018 | $435,000 | -4.4% | 8,049 | 0.0% | 0.04% | -12.5% |
| Q1 2018 | $455,000 | – | 8,049 | – | 0.05% | – |
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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% |