VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $46,697,000 | +1729.1% | 895,100 | +1623.6% | 1.65% | +800.0% |
| Q2 2020 | $2,553,000 | +61.4% | 51,931 | +37.7% | 0.18% | +32.6% |
| Q1 2020 | $1,582,000 | +375.1% | 37,709 | +530.8% | 0.14% | +527.3% |
| Q4 2019 | $333,000 | +55.6% | 5,978 | +47.6% | 0.02% | +37.5% |
| Q2 2019 | $214,000 | +8.1% | 4,051 | +6.1% | 0.02% | +6.7% |
| Q1 2019 | $198,000 | +28.6% | 3,818 | +17.3% | 0.02% | +7.1% |
| Q4 2018 | $154,000 | -12.5% | 3,254 | +0.1% | 0.01% | -6.7% |
| Q3 2018 | $176,000 | 0.0% | 3,252 | 0.0% | 0.02% | -6.2% |
| Q2 2018 | $176,000 | -4.3% | 3,252 | +0.1% | 0.02% | -5.9% |
| Q1 2018 | $184,000 | -0.5% | 3,250 | 0.0% | 0.02% | -5.6% |
| Q4 2017 | $185,000 | +3.9% | 3,250 | +0.1% | 0.02% | -5.3% |
| Q3 2017 | $178,000 | +58.9% | 3,248 | +50.6% | 0.02% | +46.2% |
| Q2 2017 | $112,000 | +12.0% | 2,156 | +7.6% | 0.01% | -7.1% |
| Q1 2017 | $100,000 | +8.7% | 2,004 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $92,000 | -3.2% | 2,004 | 0.0% | 0.01% | -6.7% |
| Q3 2016 | $95,000 | +6.7% | 2,004 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $89,000 | 0.0% | 2,004 | +1.1% | 0.02% | -6.2% |
| Q1 2016 | $89,000 | 0.0% | 1,982 | 0.0% | 0.02% | -5.9% |
| Q4 2015 | $89,000 | – | 1,982 | – | 0.02% | – |
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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% |