VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 260 filers reported holding VANGUARD STAR FDS in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $830,099 | -4.1% | 15,510 | +0.5% | 0.11% | -5.9% |
| Q2 2023 | $865,199 | +173.8% | 15,428 | +157.1% | 0.12% | +9.3% |
| Q2 2019 | $316,000 | +1.6% | 6,000 | 0.0% | 0.11% | -2.7% |
| Q1 2019 | $311,000 | +9.9% | 6,000 | 0.0% | 0.11% | -11.9% |
| Q4 2018 | $283,000 | -12.7% | 6,000 | 0.0% | 0.13% | +17.8% |
| Q3 2018 | $324,000 | -0.3% | 6,000 | 0.0% | 0.11% | -19.5% |
| Q2 2018 | $325,000 | -4.1% | 6,000 | 0.0% | 0.13% | +33.0% |
| Q1 2018 | $339,000 | -0.6% | 6,000 | 0.0% | 0.10% | -9.1% |
| Q4 2017 | $341,000 | +4.0% | 6,000 | 0.0% | 0.11% | -17.3% |
| Q3 2017 | $328,000 | +1.2% | 6,000 | 0.0% | 0.13% | -1.5% |
| Q2 2017 | $324,000 | +3.2% | 6,000 | 0.0% | 0.14% | -1.5% |
| Q1 2017 | $314,000 | +14.2% | 6,000 | 0.0% | 0.14% | +17.1% |
| Q4 2016 | $275,000 | -2.8% | 6,000 | 0.0% | 0.12% | -28.2% |
| Q3 2016 | $283,000 | +2.5% | 6,000 | 0.0% | 0.16% | -5.8% |
| Q2 2016 | $276,000 | – | 6,000 | – | 0.17% | – |
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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% |