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 | $207 | -4.6% | 3,873 | 0.0% | 0.06% | +1.6% |
| Q2 2023 | $217 | +1.4% | 3,873 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $214 | +84.5% | 3,873 | +72.1% | 0.06% | +77.1% |
| Q4 2022 | $116 | -99.9% | 2,250 | 0.0% | 0.04% | +2.9% |
| Q3 2022 | $103,000 | -11.2% | 2,250 | 0.0% | 0.03% | -2.9% |
| Q2 2022 | $116,000 | -13.4% | 2,250 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $134,000 | -6.3% | 2,250 | 0.0% | 0.04% | -5.4% |
| Q4 2021 | $143,000 | +0.7% | 2,250 | 0.0% | 0.04% | -7.5% |
| Q3 2021 | $142,000 | -4.1% | 2,250 | 0.0% | 0.04% | -7.0% |
| Q2 2021 | $148,000 | +5.0% | 2,250 | 0.0% | 0.04% | -14.0% |
| Q1 2021 | $141,000 | +4.4% | 2,250 | 0.0% | 0.05% | -7.4% |
| Q4 2020 | $135,000 | +15.4% | 2,250 | 0.0% | 0.05% | +3.8% |
| Q3 2020 | $117,000 | +5.4% | 2,250 | 0.0% | 0.05% | -1.9% |
| Q2 2020 | $111,000 | +18.1% | 2,250 | 0.0% | 0.05% | +1.9% |
| Q1 2020 | $94,000 | -24.8% | 2,250 | 0.0% | 0.05% | -10.3% |
| Q4 2019 | $125,000 | +7.8% | 2,250 | 0.0% | 0.06% | -3.3% |
| Q3 2019 | $116,000 | -2.5% | 2,250 | 0.0% | 0.06% | -7.7% |
| Q2 2019 | $119,000 | +1.7% | 2,250 | 0.0% | 0.06% | -3.0% |
| Q1 2019 | $117,000 | +10.4% | 2,250 | 0.0% | 0.07% | -1.5% |
| Q4 2018 | $106,000 | -13.1% | 2,250 | 0.0% | 0.07% | -9.3% |
| Q3 2018 | $122,000 | 0.0% | 2,250 | 0.0% | 0.08% | -8.5% |
| Q2 2018 | $122,000 | -3.9% | 2,250 | 0.0% | 0.08% | -11.8% |
| Q1 2018 | $127,000 | -0.8% | 2,250 | 0.0% | 0.09% | +5.7% |
| Q4 2017 | $128,000 | +4.1% | 2,250 | 0.0% | 0.09% | +2.3% |
| Q3 2017 | $123,000 | +5.1% | 2,250 | 0.0% | 0.09% | -2.3% |
| Q2 2017 | $117,000 | +4.5% | 2,250 | 0.0% | 0.09% | +3.5% |
| Q1 2017 | $112,000 | +8.7% | 2,250 | 0.0% | 0.08% | +7.6% |
| Q4 2016 | $103,000 | -2.8% | 2,250 | 0.0% | 0.08% | -1.2% |
| Q3 2016 | $106,000 | +6.0% | 2,250 | 0.0% | 0.08% | +5.3% |
| Q2 2016 | $100,000 | -1.0% | 2,250 | 0.0% | 0.08% | -6.2% |
| Q1 2016 | $101,000 | 0.0% | 2,250 | 0.0% | 0.08% | -4.7% |
| Q4 2015 | $101,000 | – | 2,250 | – | 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% |