VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 347 filers reported holding VANGUARD STAR FDS in Q4 2017. The put-call ratio across all filers is 1.63 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $756,150 | -15.1% | 14,128 | -11.1% | 0.10% | -13.6% |
Q2 2023 | $890,951 | -47.2% | 15,887 | -48.0% | 0.11% | -51.8% |
Q1 2023 | $1,687,141 | +2.6% | 30,559 | -3.9% | 0.23% | -2.6% |
Q4 2022 | $1,644,494 | +7.6% | 31,796 | -4.8% | 0.23% | -0.4% |
Q3 2022 | $1,529,000 | -12.3% | 33,395 | -1.1% | 0.24% | -10.6% |
Q2 2022 | $1,743,000 | -13.6% | 33,767 | +0.0% | 0.26% | -5.1% |
Q1 2022 | $2,017,000 | -28.2% | 33,765 | -23.6% | 0.28% | -27.1% |
Q4 2021 | $2,811,000 | -0.5% | 44,213 | -1.0% | 0.38% | -7.8% |
Q3 2021 | $2,824,000 | -2.0% | 44,647 | -0.1% | 0.41% | -4.6% |
Q2 2021 | $2,881,000 | +2.3% | 44,673 | -0.5% | 0.43% | -3.8% |
Q1 2021 | $2,816,000 | -11.7% | 44,908 | -15.3% | 0.45% | -21.2% |
Q4 2020 | $3,189,000 | +13.6% | 53,011 | -1.5% | 0.57% | +0.4% |
Q3 2020 | $2,808,000 | +6.1% | 53,827 | -0.0% | 0.57% | -0.7% |
Q2 2020 | $2,647,000 | +19.8% | 53,833 | +2.2% | 0.57% | -3.2% |
Q1 2020 | $2,210,000 | -1.1% | 52,663 | +31.3% | 0.59% | +20.6% |
Q4 2019 | $2,234,000 | +7.0% | 40,116 | -0.8% | 0.49% | -2.2% |
Q3 2019 | $2,088,000 | -2.1% | 40,424 | -0.0% | 0.50% | -2.5% |
Q2 2019 | $2,133,000 | +1.2% | 40,440 | -0.4% | 0.51% | -1.7% |
Q1 2019 | $2,107,000 | +6.2% | 40,594 | -3.4% | 0.52% | -3.7% |
Q4 2018 | $1,984,000 | -13.3% | 42,021 | -0.8% | 0.54% | -7.2% |
Q3 2018 | $2,288,000 | +0.3% | 42,366 | +0.5% | 0.58% | -6.2% |
Q2 2018 | $2,281,000 | -5.2% | 42,158 | -0.9% | 0.62% | -11.9% |
Q1 2018 | $2,406,000 | -0.7% | 42,555 | -0.3% | 0.71% | -3.0% |
Q4 2017 | $2,424,000 | +1.0% | 42,663 | -2.7% | 0.73% | -7.7% |
Q3 2017 | $2,399,000 | +3.2% | 43,829 | -2.0% | 0.79% | -3.8% |
Q2 2017 | $2,325,000 | +0.5% | 44,731 | -3.9% | 0.82% | -8.0% |
Q1 2017 | $2,313,000 | -17.3% | 46,556 | -23.6% | 0.89% | -26.6% |
Q4 2016 | $2,797,000 | -31.5% | 60,958 | -29.6% | 1.22% | -38.7% |
Q3 2016 | $4,085,000 | +5.4% | 86,530 | -0.7% | 1.98% | -5.3% |
Q2 2016 | $3,877,000 | -1.0% | 87,169 | 0.0% | 2.10% | -9.0% |
Q1 2016 | $3,916,000 | -0.4% | 87,169 | 0.0% | 2.30% | -13.3% |
Q4 2015 | $3,932,000 | -0.1% | 87,169 | -1.8% | 2.66% | -10.4% |
Q3 2015 | $3,934,000 | -11.9% | 88,771 | +0.0% | 2.96% | -9.4% |
Q2 2015 | $4,467,000 | -6.2% | 88,762 | -0.6% | 3.27% | -14.0% |
Q1 2015 | $4,764,000 | +8.1% | 89,313 | 0.0% | 3.80% | +3.5% |
Q4 2014 | $4,406,000 | – | 89,313 | – | 3.67% | – |
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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% |