VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 506 filers reported holding VANGUARD STAR FDS in Q1 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,825 | -86.1% | 1,024 | -86.6% | 0.01% | -87.4% |
| Q2 2023 | $395,151 | 0.0% | 7,640 | 0.0% | 0.10% | -1.0% |
| Q1 2023 | $395,151 | +0.0% | 7,640 | 0.0% | 0.10% | +1.1% |
| Q4 2022 | $395,150 | +5.9% | 7,640 | -3.9% | 0.10% | -1.0% |
| Q3 2022 | $373,000 | -15.0% | 7,954 | -6.1% | 0.10% | -12.7% |
| Q2 2022 | $439,000 | -28.3% | 8,473 | -17.2% | 0.11% | -22.0% |
| Q1 2022 | $612,000 | -6.0% | 10,239 | +0.0% | 0.14% | -9.6% |
| Q4 2021 | $651,000 | +0.6% | 10,238 | +0.1% | 0.16% | -8.8% |
| Q3 2021 | $647,000 | -3.6% | 10,224 | +0.1% | 0.17% | -2.8% |
| Q2 2021 | $671,000 | +4.8% | 10,218 | +0.1% | 0.18% | -4.9% |
| Q1 2021 | $640,000 | +4.2% | 10,211 | +0.0% | 0.18% | -5.1% |
| Q4 2020 | $614,000 | +0.8% | 10,209 | -12.6% | 0.20% | +63.9% |
| Q3 2020 | $609,000 | +6.1% | 11,675 | 0.0% | 0.12% | -45.2% |
| Q2 2020 | $574,000 | +14.8% | 11,675 | -2.1% | 0.22% | -10.3% |
| Q1 2020 | $500,000 | -27.6% | 11,920 | -3.9% | 0.24% | -13.6% |
| Q4 2019 | $691,000 | +12.9% | 12,410 | +4.8% | 0.28% | +34.0% |
| Q3 2019 | $612,000 | +6.2% | 11,843 | +8.5% | 0.21% | -9.1% |
| Q2 2019 | $576,000 | +1.6% | 10,918 | +0.0% | 0.23% | -3.0% |
| Q1 2019 | $567,000 | +14.5% | 10,916 | +4.1% | 0.24% | -2.9% |
| Q4 2018 | $495,000 | – | 10,491 | – | 0.24% | – |
Download | ||||||
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% |