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 | $240,037 | -4.6% | 4,485 | 0.0% | 0.19% | +357.1% |
| Q2 2023 | $251,519 | +7.5% | 4,485 | +5.8% | 0.04% | -4.5% |
| Q1 2023 | $234,035 | +6.7% | 4,239 | 0.0% | 0.04% | -2.2% |
| Q4 2022 | $219,241 | -17.3% | 4,239 | -26.8% | 0.04% | -15.1% |
| Q3 2022 | $265,000 | -51.6% | 5,788 | -45.5% | 0.05% | -48.5% |
| Q2 2022 | $548,000 | -19.9% | 10,627 | -7.2% | 0.10% | -5.5% |
| Q1 2022 | $684,000 | -69.6% | 11,447 | -67.7% | 0.11% | -67.0% |
| Q4 2021 | $2,252,000 | +26.0% | 35,424 | +25.3% | 0.33% | +19.1% |
| Q3 2021 | $1,788,000 | -13.3% | 28,267 | -9.9% | 0.28% | -15.5% |
| Q2 2021 | $2,062,000 | +53.4% | 31,363 | +46.2% | 0.33% | +32.8% |
| Q1 2021 | $1,344,000 | +11.4% | 21,448 | +6.9% | 0.25% | -1.2% |
| Q4 2020 | $1,207,000 | +26.4% | 20,060 | +3.3% | 0.25% | +0.8% |
| Q2 2020 | $955,000 | +16.9% | 19,412 | -0.3% | 0.25% | -3.1% |
| Q1 2020 | $817,000 | -32.3% | 19,477 | -16.6% | 0.26% | -40.6% |
| Q4 2019 | $1,206,000 | 0.0% | 23,344 | 0.0% | 0.43% | 0.0% |
| Q3 2019 | $1,206,000 | -2.7% | 23,344 | -0.8% | 0.43% | -8.5% |
| Q2 2019 | $1,239,000 | -0.5% | 23,524 | 0.0% | 0.47% | -6.4% |
| Q1 2019 | $1,245,000 | +6.2% | 23,524 | -2.2% | 0.50% | -15.6% |
| Q4 2018 | $1,172,000 | -19.4% | 24,043 | -10.8% | 0.60% | -11.3% |
| Q3 2018 | $1,454,000 | -3.3% | 26,964 | -1.8% | 0.67% | -20.0% |
| Q2 2018 | $1,503,000 | -1.7% | 27,472 | +0.3% | 0.84% | +2.9% |
| Q1 2018 | $1,529,000 | -2.7% | 27,397 | +3.8% | 0.82% | +3.2% |
| Q4 2017 | $1,571,000 | +61.6% | 26,392 | +47.7% | 0.79% | +60.4% |
| Q3 2017 | $972,000 | +14.6% | 17,870 | +9.2% | 0.49% | +24.2% |
| Q2 2017 | $848,000 | +8.2% | 16,370 | +3.5% | 0.40% | -17.5% |
| Q1 2017 | $784,000 | +11.5% | 15,820 | +3.3% | 0.48% | -6.6% |
| Q4 2016 | $703,000 | +142.4% | 15,320 | +150.3% | 0.52% | +120.1% |
| Q3 2016 | $290,000 | – | 6,120 | – | 0.23% | – |
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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% |