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 | $2,275,737 | +10.8% | 42,521 | +16.1% | 0.29% | +11.2% |
| Q2 2023 | $2,054,534 | +192.4% | 36,636 | +187.8% | 0.26% | +179.6% |
| Q1 2023 | $702,753 | +452.0% | 12,729 | +417.0% | 0.09% | +481.2% |
| Q4 2022 | $127,300 | -60.2% | 2,462 | -64.9% | 0.02% | -68.0% |
| Q3 2022 | $320,000 | -12.8% | 7,006 | -1.7% | 0.05% | -12.3% |
| Q2 2022 | $367,000 | +2193.8% | 7,128 | +2501.5% | 0.06% | +2750.0% |
| Q1 2022 | $16,000 | -5.9% | 274 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $17,000 | 0.0% | 274 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | -5.6% | 274 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | +5.9% | 274 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $17,000 | +6.2% | 274 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $16,000 | +14.3% | 274 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $14,000 | +27.3% | 274 | +19.7% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | +22.2% | 229 | 0.0% | 0.00% | +50.0% |
| Q1 2020 | $9,000 | -30.8% | 229 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $13,000 | +8.3% | 229 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | 0.0% | 229 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | 0.0% | 229 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $12,000 | +9.1% | 229 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | -8.3% | 229 | 0.0% | 0.00% | -40.0% |
| Q3 2018 | $12,000 | 0.0% | 229 | 0.0% | 0.01% | -16.7% |
| Q2 2018 | $12,000 | 0.0% | 229 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $12,000 | – | 229 | – | 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% |