VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $869 | -0.1% | 16,249 | +4.7% | 0.04% | +4.7% |
| Q2 2023 | $870 | -5.9% | 15,515 | -7.5% | 0.04% | -4.4% |
| Q1 2023 | $925 | +53.4% | 16,769 | +27.2% | 0.04% | +21.6% |
| Q4 2022 | $603 | -99.9% | 13,178 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $603,000 | -70.7% | 13,178 | -67.0% | 0.04% | -67.8% |
| Q2 2022 | $2,059,000 | -48.3% | 39,910 | -40.1% | 0.12% | -43.6% |
| Q1 2022 | $3,979,000 | -5.5% | 66,616 | +0.5% | 0.20% | -1.9% |
| Q4 2021 | $4,211,000 | +99.3% | 66,253 | +98.3% | 0.21% | +69.1% |
| Q3 2021 | $2,113,000 | -1.9% | 33,416 | +1.9% | 0.12% | -10.9% |
| Q2 2021 | $2,153,000 | +8.0% | 32,782 | +3.1% | 0.14% | 0.0% |
| Q1 2021 | $1,993,000 | +4.9% | 31,793 | +0.7% | 0.14% | -2.1% |
| Q4 2020 | $1,899,000 | +15.3% | 31,580 | +0.0% | 0.14% | 0.0% |
| Q3 2020 | $1,647,000 | +6.7% | 31,575 | +0.6% | 0.14% | +3.7% |
| Q2 2020 | $1,543,000 | +76.3% | 31,387 | +50.3% | 0.14% | +46.2% |
| Q1 2020 | $875,000 | -52.4% | 20,876 | -36.8% | 0.09% | -43.3% |
| Q4 2019 | $1,838,000 | +7.5% | 33,007 | -0.3% | 0.16% | -5.7% |
| Q3 2019 | $1,710,000 | -2.1% | 33,120 | 0.0% | 0.17% | -6.5% |
| Q2 2019 | $1,747,000 | -50.0% | 33,120 | -50.8% | 0.19% | -52.8% |
| Q1 2019 | $3,494,000 | -9.1% | 67,340 | -17.3% | 0.39% | -28.9% |
| Q4 2018 | $3,844,000 | +689.3% | 81,409 | +801.7% | 0.55% | +483.2% |
| Q3 2018 | $487,000 | -0.2% | 9,028 | 0.0% | 0.10% | -10.4% |
| Q2 2018 | $488,000 | -4.3% | 9,028 | 0.0% | 0.11% | -7.8% |
| Q1 2018 | $510,000 | -1.9% | 9,028 | -1.5% | 0.12% | -5.7% |
| Q4 2017 | $520,000 | +18.2% | 9,170 | +14.0% | 0.12% | -0.8% |
| Q3 2017 | $440,000 | +7.3% | 8,044 | +1.8% | 0.12% | -5.4% |
| Q2 2017 | $410,000 | +4.6% | 7,902 | 0.0% | 0.13% | +32.7% |
| Q1 2017 | $392,000 | +8.3% | 7,902 | 0.0% | 0.10% | -21.0% |
| Q4 2016 | $362,000 | +32.1% | 7,902 | +36.0% | 0.12% | +25.3% |
| Q3 2016 | $274,000 | +6.2% | 5,812 | 0.0% | 0.10% | +4.2% |
| Q2 2016 | $258,000 | – | 5,812 | – | 0.10% | – |
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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% |