VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 26 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,774,532 | +14.2% | 70,526 | +19.6% | 0.49% | +19.0% |
| Q2 2023 | $3,305,967 | +2.8% | 58,951 | +1.2% | 0.41% | -5.5% |
| Q1 2023 | $3,217,375 | +12.7% | 58,275 | +5.6% | 0.44% | +1.4% |
| Q4 2022 | $2,855,215 | +4.2% | 55,205 | -7.7% | 0.43% | -5.7% |
| Q3 2022 | $2,739,000 | -13.7% | 59,836 | -2.7% | 0.46% | -11.1% |
| Q2 2022 | $3,173,000 | -2.7% | 61,485 | +12.6% | 0.51% | +8.9% |
| Q1 2022 | $3,262,000 | +12.1% | 54,605 | +19.3% | 0.47% | -1.3% |
| Q4 2021 | $2,909,000 | +1.7% | 45,768 | +1.3% | 0.48% | -28.8% |
| Q3 2021 | $2,859,000 | -2.8% | 45,199 | +1.0% | 0.67% | -2.9% |
| Q2 2021 | $2,940,000 | +14.8% | 44,764 | +9.6% | 0.69% | -4.2% |
| Q1 2021 | $2,561,000 | +19.1% | 40,844 | +14.3% | 0.72% | +9.8% |
| Q4 2020 | $2,150,000 | +34.3% | 35,730 | +16.5% | 0.66% | +17.6% |
| Q3 2020 | $1,601,000 | +9.0% | 30,680 | +2.7% | 0.56% | +2.2% |
| Q2 2020 | $1,469,000 | +245.6% | 29,874 | +195.0% | 0.54% | +164.6% |
| Q1 2020 | $425,000 | -18.7% | 10,128 | +7.8% | 0.21% | +5.1% |
| Q4 2019 | $523,000 | +7.8% | 9,393 | 0.0% | 0.20% | -3.4% |
| Q3 2019 | $485,000 | -2.0% | 9,393 | 0.0% | 0.20% | -3.8% |
| Q2 2019 | $495,000 | +22.2% | 9,393 | +20.4% | 0.21% | +15.3% |
| Q1 2019 | $405,000 | -31.1% | 7,803 | -37.3% | 0.18% | -42.6% |
| Q4 2018 | $588,000 | -1.0% | 12,453 | +13.2% | 0.32% | +8.9% |
| Q3 2018 | $594,000 | -2.0% | 11,003 | -1.7% | 0.29% | -10.1% |
| Q2 2018 | $606,000 | +37.7% | 11,198 | +43.8% | 0.33% | +30.9% |
| Q1 2018 | $440,000 | +3.0% | 7,788 | +3.6% | 0.25% | +5.5% |
| Q4 2017 | $427,000 | 0.0% | 7,518 | -3.5% | 0.24% | -4.8% |
| Q3 2017 | $427,000 | 0.0% | 7,793 | -5.2% | 0.25% | -6.1% |
| Q2 2017 | $427,000 | -1.6% | 8,218 | -6.0% | 0.26% | -12.0% |
| Q1 2017 | $434,000 | +8.2% | 8,743 | 0.0% | 0.30% | +4.2% |
| Q4 2016 | $401,000 | -30.0% | 8,743 | -28.0% | 0.29% | -33.6% |
| Q3 2016 | $573,000 | +20.4% | 12,143 | +13.6% | 0.43% | +15.1% |
| Q2 2016 | $476,000 | -62.8% | 10,693 | -62.4% | 0.38% | -66.8% |
| Q1 2016 | $1,279,000 | -10.1% | 28,466 | -9.7% | 1.14% | -12.5% |
| Q4 2015 | $1,422,000 | +176.7% | 31,532 | +172.1% | 1.30% | +161.7% |
| Q3 2015 | $514,000 | +46.4% | 11,588 | +65.9% | 0.50% | +52.6% |
| Q2 2015 | $351,000 | +4.5% | 6,983 | +4.5% | 0.32% | +8.0% |
| Q1 2015 | $336,000 | -30.6% | 6,683 | -33.2% | 0.30% | -33.1% |
| Q4 2014 | $484,000 | – | 10,008 | – | 0.45% | – |
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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% |