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 | $23,231,714 | -5.2% | 434,075 | -0.6% | 5.65% | -4.6% |
| Q2 2023 | $24,498,415 | +4.8% | 436,848 | +3.2% | 5.93% | -1.6% |
| Q1 2023 | $23,367,726 | +8.8% | 423,252 | +2.0% | 6.02% | +2.6% |
| Q4 2022 | $21,468,653 | +16.8% | 415,094 | +3.3% | 5.87% | +5.8% |
| Q3 2022 | $18,385,000 | -7.6% | 401,679 | +4.2% | 5.55% | -5.4% |
| Q2 2022 | $19,902,000 | -13.6% | 385,623 | -0.0% | 5.86% | -5.5% |
| Q1 2022 | $23,047,000 | -9.8% | 385,788 | -4.1% | 6.20% | -9.1% |
| Q4 2021 | $25,564,000 | +11.5% | 402,139 | +11.0% | 6.83% | -6.5% |
| Q3 2021 | $22,924,000 | -2.4% | 362,385 | +1.3% | 7.30% | +1.8% |
| Q2 2021 | $23,492,000 | +7.0% | 357,681 | +2.2% | 7.17% | +2.1% |
| Q1 2021 | $21,953,000 | +4.5% | 350,134 | +0.3% | 7.02% | +8.4% |
| Q4 2020 | $20,998,000 | +14.5% | 349,037 | -0.7% | 6.48% | -3.1% |
| Q3 2020 | $18,340,000 | +5.7% | 351,534 | -0.4% | 6.69% | -5.3% |
| Q2 2020 | $17,352,000 | +54.1% | 352,894 | +31.5% | 7.06% | +27.7% |
| Q1 2020 | $11,257,000 | – | 268,288 | – | 5.53% | – |
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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% |