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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $513,077 | +4.5% | 9,587 | +9.5% | 0.06% | +11.3% |
| Q2 2023 | $491,133 | +0.9% | 8,758 | -0.6% | 0.05% | +10.4% |
| Q1 2023 | $486,638 | +6.4% | 8,814 | -0.3% | 0.05% | +9.1% |
| Q4 2022 | $457,345 | +78.7% | 8,843 | +58.2% | 0.04% | +41.9% |
| Q3 2022 | $256,000 | -99.8% | 5,588 | +101.3% | 0.03% | +121.4% |
| Q1 2022 | $165,856,000 | -11.2% | 2,776 | -5.5% | 0.01% | -6.7% |
| Q4 2021 | $186,707,000 | +8.6% | 2,937 | +8.1% | 0.02% | 0.0% |
| Q3 2021 | $171,846,000 | +59362.3% | 2,716 | -49.0% | 0.02% | -61.5% |
| Q3 2020 | $289,000 | -23.5% | 5,324 | -30.8% | 0.04% | -36.1% |
| Q2 2020 | $378,000 | +52.4% | 7,690 | +30.0% | 0.06% | +17.3% |
| Q1 2020 | $248,000 | +15.3% | 5,915 | +48.9% | 0.05% | -21.2% |
| Q2 2018 | $215,000 | -17.9% | 3,972 | -14.0% | 0.07% | 0.0% |
| Q4 2017 | $262,000 | +1.9% | 4,617 | -1.8% | 0.07% | -21.4% |
| Q3 2017 | $257,000 | +12.7% | 4,701 | +7.4% | 0.08% | +1.2% |
| Q2 2017 | $228,000 | – | 4,379 | – | 0.08% | – |
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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% |