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 | $3,562,345 | -22.9% | 66,561 | -19.2% | 0.69% | -9.9% |
| Q2 2023 | $4,621,272 | +1.5% | 82,405 | -0.0% | 0.77% | -6.8% |
| Q1 2023 | $4,551,071 | +6.3% | 82,432 | -0.5% | 0.82% | +6.9% |
| Q4 2022 | $4,283,295 | -7.4% | 82,817 | -18.1% | 0.77% | -20.8% |
| Q3 2022 | $4,627,000 | +0.6% | 101,100 | +13.5% | 0.97% | +2.7% |
| Q2 2022 | $4,598,000 | -3.2% | 89,096 | +12.1% | 0.95% | +16.1% |
| Q1 2022 | $4,749,000 | -5.7% | 79,496 | +0.4% | 0.82% | -8.0% |
| Q4 2021 | $5,034,000 | +0.5% | 79,196 | 0.0% | 0.89% | +10.3% |
| Q3 2021 | $5,010,000 | -2.7% | 79,196 | +1.0% | 0.80% | -1.5% |
| Q2 2021 | $5,149,000 | +1.3% | 78,396 | 0.0% | 0.82% | -8.6% |
| Q1 2021 | $5,082,000 | +17.9% | 78,396 | +9.4% | 0.89% | +33.3% |
| Q4 2020 | $4,310,000 | +34.1% | 71,646 | +16.3% | 0.67% | +7.4% |
| Q3 2020 | $3,215,000 | +7.6% | 61,621 | +1.4% | 0.62% | +2.1% |
| Q2 2020 | $2,988,000 | +17.2% | 60,771 | 0.0% | 0.61% | -5.4% |
| Q1 2020 | $2,550,000 | +121.4% | 60,771 | +193.8% | 0.64% | +160.1% |
| Q4 2019 | $1,152,000 | – | 20,683 | – | 0.25% | – |
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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% |