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 2021 | $2,173,000 | +2.0% | 34,183 | +1.5% | 0.26% | -5.4% |
| Q3 2021 | $2,131,000 | -3.1% | 33,684 | +0.5% | 0.28% | -7.7% |
| Q2 2021 | $2,200,000 | +5.6% | 33,501 | +0.8% | 0.30% | -1.6% |
| Q1 2021 | $2,084,000 | -20.4% | 33,242 | -23.6% | 0.30% | -36.4% |
| Q4 2020 | $2,617,000 | +11.4% | 43,498 | -3.4% | 0.48% | -7.0% |
| Q3 2020 | $2,349,000 | +6.8% | 45,030 | +0.7% | 0.51% | -2.5% |
| Q2 2020 | $2,200,000 | +17.8% | 44,734 | +0.5% | 0.53% | -10.7% |
| Q1 2020 | $1,867,000 | -26.1% | 44,505 | -1.9% | 0.59% | +15.2% |
| Q4 2019 | $2,525,000 | +8.6% | 45,346 | +0.8% | 0.51% | +3.6% |
| Q3 2019 | $2,325,000 | -1.6% | 45,003 | +0.4% | 0.49% | -10.7% |
| Q2 2019 | $2,364,000 | +2.3% | 44,824 | +0.7% | 0.55% | +21.8% |
| Q1 2019 | $2,310,000 | +10.1% | 44,517 | +0.2% | 0.45% | +0.4% |
| Q4 2018 | $2,099,000 | -4.7% | 44,446 | +9.0% | 0.45% | -14.6% |
| Q3 2018 | $2,203,000 | -1.9% | 40,793 | -1.7% | 0.53% | -18.7% |
| Q2 2018 | $2,245,000 | -5.6% | 41,493 | -1.3% | 0.65% | +3.2% |
| Q1 2018 | $2,377,000 | +20.8% | 42,026 | +21.3% | 0.63% | +26.2% |
| Q4 2017 | $1,968,000 | +3.0% | 34,637 | -0.8% | 0.50% | -7.7% |
| Q3 2017 | $1,910,000 | +1.3% | 34,901 | -3.8% | 0.54% | -11.6% |
| Q2 2017 | $1,885,000 | +11.7% | 36,266 | +6.7% | 0.61% | +6.1% |
| Q1 2017 | $1,688,000 | -14.6% | 33,976 | -21.2% | 0.58% | -19.0% |
| Q4 2016 | $1,977,000 | – | 43,092 | – | 0.71% | – |
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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% |