VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 179 filers reported holding VANGUARD STAR FDS in Q4 2015. The put-call ratio across all filers is 2.83 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,741,953 | -5.4% | 163,339 | -0.9% | 0.32% | -1.2% |
| Q2 2023 | $9,245,424 | +3.8% | 164,860 | +2.2% | 0.32% | +0.6% |
| Q1 2023 | $8,908,790 | +7.2% | 161,361 | +0.4% | 0.32% | +3.9% |
| Q4 2022 | $8,309,780 | +32.2% | 160,668 | +16.9% | 0.31% | +21.4% |
| Q3 2022 | $6,288,000 | +27.3% | 137,401 | +43.5% | 0.25% | +43.2% |
| Q2 2022 | $4,940,000 | +364.7% | 95,738 | +438.2% | 0.18% | +203.4% |
| Q1 2022 | $1,063,000 | -74.9% | 17,788 | -73.3% | 0.06% | -54.7% |
| Q4 2021 | $4,230,000 | +22.0% | 66,545 | +21.3% | 0.13% | +13.3% |
| Q3 2021 | $3,468,000 | +7.3% | 54,855 | +11.4% | 0.11% | -35.1% |
| Q2 2021 | $3,232,000 | +12.4% | 49,225 | +7.3% | 0.17% | +4.8% |
| Q1 2021 | $2,875,000 | +80.8% | 45,874 | +73.4% | 0.17% | +55.1% |
| Q4 2020 | $1,590,000 | +14.6% | 26,451 | -0.6% | 0.11% | +2.9% |
| Q3 2020 | $1,388,000 | +6.3% | 26,601 | +0.1% | 0.10% | +1.0% |
| Q2 2020 | $1,306,000 | +90.1% | 26,574 | +62.0% | 0.10% | +60.9% |
| Q1 2020 | $687,000 | -44.8% | 16,400 | -26.6% | 0.06% | -30.4% |
| Q4 2019 | $1,244,000 | +46.5% | 22,356 | +36.0% | 0.09% | +39.4% |
| Q3 2019 | $849,000 | -1.6% | 16,437 | +0.3% | 0.07% | -1.5% |
| Q2 2019 | $863,000 | -0.2% | 16,382 | -1.9% | 0.07% | -2.9% |
| Q1 2019 | $865,000 | +16.7% | 16,693 | +6.2% | 0.07% | +4.5% |
| Q4 2018 | $741,000 | +19.1% | 15,717 | +36.3% | 0.07% | +37.5% |
| Q3 2018 | $622,000 | -0.5% | 11,530 | -0.3% | 0.05% | -7.7% |
| Q2 2018 | $625,000 | -13.9% | 11,564 | -9.3% | 0.05% | -26.8% |
| Q1 2018 | $726,000 | +12.2% | 12,743 | +14.9% | 0.07% | +16.4% |
| Q4 2017 | $647,000 | -5.8% | 11,090 | -11.8% | 0.06% | -14.1% |
| Q3 2017 | $687,000 | -2.7% | 12,576 | -4.4% | 0.07% | -7.8% |
| Q2 2017 | $706,000 | +10.0% | 13,149 | +3.6% | 0.08% | +5.5% |
| Q1 2017 | $642,000 | +266.9% | 12,696 | +237.2% | 0.07% | +231.8% |
| Q4 2016 | $175,000 | 0.0% | 3,765 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $175,000 | +105.9% | 3,765 | +94.8% | 0.02% | +83.3% |
| Q2 2016 | $85,000 | +70.0% | 1,933 | +72.4% | 0.01% | +100.0% |
| Q1 2016 | $50,000 | +4.2% | 1,121 | +5.3% | 0.01% | -33.3% |
| Q4 2015 | $48,000 | -2.0% | 1,065 | -3.8% | 0.01% | +12.5% |
| Q3 2015 | $49,000 | -23.4% | 1,107 | -13.4% | 0.01% | -11.1% |
| Q2 2015 | $64,000 | +12.3% | 1,278 | +13.5% | 0.01% | +12.5% |
| Q1 2015 | $57,000 | – | 1,126 | – | 0.01% | – |
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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% |