VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 514 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,165,000 | +13.3% | 35,977 | -1.8% | 0.32% | +0.6% |
| Q3 2020 | $1,911,000 | +3.7% | 36,619 | -2.3% | 0.32% | -6.2% |
| Q2 2020 | $1,843,000 | -18.8% | 37,472 | -30.8% | 0.34% | -35.4% |
| Q1 2020 | $2,271,000 | -38.4% | 54,129 | -18.2% | 0.52% | -15.5% |
| Q4 2019 | $3,687,000 | +18.6% | 66,208 | +10.0% | 0.62% | +16.2% |
| Q3 2019 | $3,109,000 | +8.4% | 60,190 | +10.7% | 0.53% | -15.4% |
| Q2 2019 | $2,869,000 | +11.9% | 54,380 | +10.1% | 0.63% | -0.3% |
| Q1 2019 | $2,564,000 | +44.9% | 49,406 | +31.8% | 0.63% | +21.1% |
| Q4 2018 | $1,769,000 | +5.8% | 37,477 | +21.0% | 0.52% | +27.1% |
| Q3 2018 | $1,672,000 | +2.8% | 30,964 | +2.9% | 0.41% | -5.5% |
| Q2 2018 | $1,627,000 | +693.7% | 30,091 | +734.0% | 0.43% | +635.6% |
| Q4 2017 | $205,000 | – | 3,608 | – | 0.06% | – |
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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% |