VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 435 filers reported holding VANGUARD STAR FDS in Q2 2019. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $268,000 | -14.6% | 5,186 | -1.3% | 0.08% | +35.0% |
| Q1 2022 | $314,000 | -12.0% | 5,255 | -6.5% | 0.06% | -9.1% |
| Q4 2021 | $357,000 | +9.5% | 5,618 | +9.0% | 0.07% | +17.9% |
| Q3 2021 | $326,000 | +0.9% | 5,152 | +4.8% | 0.06% | -1.8% |
| Q2 2021 | $323,000 | +5.6% | 4,916 | +0.7% | 0.06% | -8.1% |
| Q1 2021 | $306,000 | -4.4% | 4,884 | -8.2% | 0.06% | -11.4% |
| Q4 2020 | $320,000 | -14.4% | 5,321 | -25.7% | 0.07% | -30.7% |
| Q3 2020 | $374,000 | +6.6% | 7,163 | +0.4% | 0.10% | -10.6% |
| Q2 2020 | $351,000 | +17.4% | 7,136 | +0.3% | 0.11% | -5.0% |
| Q1 2020 | $299,000 | -25.2% | 7,115 | -0.9% | 0.12% | -11.2% |
| Q4 2019 | $400,000 | +8.7% | 7,176 | +0.6% | 0.13% | -2.2% |
| Q3 2019 | $368,000 | -1.9% | 7,131 | +0.3% | 0.14% | -5.5% |
| Q2 2019 | $375,000 | +2.2% | 7,109 | +0.7% | 0.14% | -6.5% |
| Q1 2019 | $367,000 | +10.2% | 7,063 | +0.2% | 0.16% | -3.1% |
| Q4 2018 | $333,000 | -20.0% | 7,051 | -8.6% | 0.16% | -12.1% |
| Q3 2018 | $416,000 | +8.9% | 7,712 | +9.4% | 0.18% | -1.1% |
| Q2 2018 | $382,000 | -3.8% | 7,052 | +0.5% | 0.18% | -12.4% |
| Q1 2018 | $397,000 | +74.1% | 7,016 | +74.7% | 0.21% | +70.7% |
| Q4 2017 | $228,000 | – | 4,016 | – | 0.12% | – |
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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% |