VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 360 filers reported holding VANGUARD STAR FDS in Q1 2018. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74,440,444 | -3.2% | 1,390,890 | +1.4% | 5.87% | +1.6% |
| Q2 2023 | $76,927,096 | +3.4% | 1,371,739 | +1.8% | 5.78% | -1.7% |
| Q1 2023 | $74,400,532 | +8.6% | 1,347,592 | +1.7% | 5.88% | +1.5% |
| Q4 2022 | $68,504,177 | +15.3% | 1,324,520 | +2.0% | 5.80% | +5.7% |
| Q3 2022 | $59,429,000 | +1.8% | 1,298,436 | +14.8% | 5.48% | +10.3% |
| Q2 2022 | $58,375,000 | -22.7% | 1,131,072 | -10.6% | 4.97% | -9.4% |
| Q1 2022 | $75,562,000 | -19.1% | 1,264,846 | -13.9% | 5.48% | -18.8% |
| Q4 2021 | $93,405,000 | +6.1% | 1,469,327 | +5.6% | 6.76% | -2.0% |
| Q3 2021 | $88,025,000 | +27.8% | 1,391,478 | +32.7% | 6.90% | +26.8% |
| Q2 2021 | $68,893,000 | +51.6% | 1,048,914 | +44.7% | 5.44% | +35.0% |
| Q1 2021 | $45,444,000 | +9.6% | 724,788 | +5.2% | 4.03% | +2.4% |
| Q4 2020 | $41,454,000 | +19.2% | 689,067 | +3.4% | 3.94% | +7.0% |
| Q3 2020 | $34,766,000 | +10.4% | 666,408 | +4.1% | 3.68% | +2.1% |
| Q2 2020 | $31,489,000 | -4.3% | 640,417 | -18.3% | 3.60% | -16.1% |
| Q1 2020 | $32,902,000 | -53.0% | 784,139 | -37.7% | 4.30% | -56.4% |
| Q4 2019 | $70,076,000 | +21.4% | 1,258,329 | +12.6% | 9.86% | +11.7% |
| Q3 2019 | $57,741,000 | +6.5% | 1,117,706 | +8.7% | 8.83% | +0.7% |
| Q2 2019 | $54,222,000 | +10.1% | 1,027,897 | +8.3% | 8.77% | +4.2% |
| Q1 2019 | $49,255,000 | +73.5% | 949,046 | +57.9% | 8.42% | +47.7% |
| Q4 2018 | $28,389,000 | +13.0% | 601,201 | +29.2% | 5.70% | -8.7% |
| Q3 2018 | $25,133,000 | +65.6% | 465,422 | +65.9% | 6.24% | +37.1% |
| Q2 2018 | $15,176,000 | +35.6% | 280,512 | +41.8% | 4.56% | +23.4% |
| Q1 2018 | $11,190,000 | +71.9% | 197,880 | +72.7% | 3.69% | +52.0% |
| Q4 2017 | $6,510,000 | +84.4% | 114,589 | +77.6% | 2.43% | +54.7% |
| Q3 2017 | $3,531,000 | +137.6% | 64,524 | +125.6% | 1.57% | +118.7% |
| Q2 2017 | $1,486,000 | – | 28,596 | – | 0.72% | – |
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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% |