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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $35,428 | -6.8% | 685 | -18.3% | 0.00% | 0.0% |
| Q3 2022 | $38,000 | -11.6% | 838 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $43,000 | -14.0% | 838 | +0.4% | 0.00% | 0.0% |
| Q1 2022 | $50,000 | +2.0% | 835 | +8.0% | 0.00% | 0.0% |
| Q4 2021 | $49,000 | +2.1% | 773 | +1.3% | 0.00% | 0.0% |
| Q3 2021 | $48,000 | +166.7% | 763 | +179.5% | 0.00% | +300.0% |
| Q2 2021 | $18,000 | +12.5% | 273 | +3.8% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | -44.8% | 263 | -45.7% | 0.00% | 0.0% |
| Q4 2020 | $29,000 | +190.0% | 484 | +156.1% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | +11.1% | 189 | +8.6% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | -88.0% | 174 | -87.5% | 0.00% | -88.9% |
| Q3 2018 | $75,000 | – | 1,396 | – | 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% |