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 | $1,785,172 | -3.5% | 33,355 | +1.1% | 0.17% | +18.9% |
| Q2 2023 | $1,849,866 | -0.2% | 32,986 | -1.7% | 0.14% | -8.9% |
| Q1 2023 | $1,853,153 | +106219.7% | 33,566 | -0.4% | 0.16% | 0.0% |
| Q4 2022 | $1,743 | -99.9% | 33,692 | +2.5% | 0.16% | +4.7% |
| Q3 2022 | $1,505,000 | -10.1% | 32,872 | +1.3% | 0.15% | -10.2% |
| Q2 2022 | $1,674,000 | -13.0% | 32,441 | +7.1% | 0.17% | +9.9% |
| Q1 2022 | $1,925,000 | 0.0% | 30,284 | 0.0% | 0.15% | 0.0% |
| Q4 2021 | $1,925,000 | +4.4% | 30,284 | +3.9% | 0.15% | -7.9% |
| Q3 2021 | $1,844,000 | +0.9% | 29,143 | +4.7% | 0.16% | +0.6% |
| Q2 2021 | $1,828,000 | +11.4% | 27,830 | +6.3% | 0.16% | +1.9% |
| Q1 2021 | $1,641,000 | +13.0% | 26,170 | +8.5% | 0.16% | +3.2% |
| Q4 2020 | $1,452,000 | +12.6% | 24,128 | -2.4% | 0.16% | -6.0% |
| Q3 2020 | $1,289,000 | +17.5% | 24,712 | +10.8% | 0.17% | +7.8% |
| Q2 2020 | $1,097,000 | +191.0% | 22,305 | +148.5% | 0.15% | +116.9% |
| Q1 2020 | $377,000 | -89.6% | 8,975 | -86.1% | 0.07% | -87.6% |
| Q4 2019 | $3,627,000 | +4.6% | 64,592 | -3.7% | 0.57% | -9.7% |
| Q3 2019 | $3,467,000 | +15.8% | 67,107 | +18.3% | 0.64% | +5.6% |
| Q2 2019 | $2,993,000 | +5.6% | 56,749 | +3.9% | 0.60% | -12.8% |
| Q1 2019 | $2,835,000 | +91.7% | 54,623 | +74.4% | 0.69% | +28.5% |
| Q4 2018 | $1,479,000 | -28.6% | 31,326 | -18.4% | 0.54% | -26.8% |
| Q3 2018 | $2,072,000 | +84.2% | 38,373 | +84.5% | 0.73% | +57.2% |
| Q2 2018 | $1,125,000 | +5.4% | 20,802 | +10.3% | 0.47% | -4.1% |
| Q1 2018 | $1,067,000 | -3.4% | 18,860 | -3.0% | 0.49% | -1.2% |
| Q4 2017 | $1,105,000 | -3.9% | 19,443 | -7.5% | 0.49% | +1.9% |
| Q3 2017 | $1,150,000 | -0.3% | 21,016 | -5.3% | 0.48% | +1.9% |
| Q2 2017 | $1,153,000 | +0.9% | 22,194 | -3.6% | 0.48% | +0.6% |
| Q1 2017 | $1,143,000 | -3.1% | 23,011 | -10.5% | 0.47% | -5.4% |
| Q4 2016 | $1,179,000 | -3.4% | 25,710 | -0.6% | 0.50% | -12.3% |
| Q3 2016 | $1,220,000 | +5.5% | 25,855 | -0.5% | 0.57% | -7.6% |
| Q2 2016 | $1,156,000 | -28.2% | 25,983 | -27.6% | 0.62% | -31.0% |
| Q1 2016 | $1,610,000 | -82.0% | 35,874 | -81.9% | 0.89% | -67.1% |
| Q4 2015 | $8,920,000 | – | 197,742 | – | 2.72% | – |
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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% |