VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 248 filers reported holding VANGUARD STAR FDS in Q4 2016. The put-call ratio across all filers is 74.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $161,195,356 | -3.6% | 3,011,871 | +1.0% | 1.39% | -1.1% |
| Q2 2023 | $167,256,036 | +0.2% | 2,982,454 | -1.4% | 1.41% | -3.6% |
| Q1 2023 | $166,921,616 | +6.9% | 3,023,395 | +0.1% | 1.46% | +0.8% |
| Q4 2022 | $156,140,903 | +378.3% | 3,018,966 | +323.3% | 1.45% | +121.9% |
| Q3 2022 | $32,643,000 | -9.8% | 713,197 | +1.7% | 0.65% | +13.2% |
| Q2 2022 | $36,202,000 | -17.9% | 701,455 | -4.9% | 0.58% | -9.0% |
| Q1 2022 | $44,082,000 | -0.0% | 737,894 | +6.4% | 0.63% | +0.2% |
| Q4 2021 | $44,093,000 | +2.5% | 693,610 | +2.0% | 0.63% | -7.6% |
| Q3 2021 | $43,014,000 | -0.9% | 679,960 | +2.9% | 0.68% | -1.9% |
| Q2 2021 | $43,387,000 | +30.0% | 660,582 | +24.1% | 0.70% | +6.1% |
| Q1 2021 | $33,365,000 | -35.4% | 532,139 | -38.0% | 0.66% | -35.7% |
| Q4 2020 | $51,624,000 | +350.1% | 858,087 | +290.3% | 1.02% | +8.7% |
| Q3 2020 | $11,470,000 | +16.3% | 219,849 | +9.6% | 0.94% | +2.8% |
| Q2 2020 | $9,862,000 | +50.7% | 200,577 | +28.7% | 0.91% | +14.1% |
| Q1 2020 | $6,542,000 | -14.3% | 155,901 | +13.7% | 0.80% | +4.4% |
| Q4 2019 | $7,638,000 | +16.8% | 137,121 | +8.3% | 0.77% | -3.5% |
| Q3 2019 | $6,539,000 | +9.2% | 126,566 | +11.4% | 0.80% | +3.0% |
| Q2 2019 | $5,986,000 | +12.4% | 113,612 | +10.7% | 0.77% | +2.7% |
| Q1 2019 | $5,326,000 | +16.4% | 102,600 | +5.9% | 0.75% | +0.7% |
| Q4 2018 | $4,576,000 | -1.3% | 96,854 | +12.9% | 0.75% | +12.0% |
| Q3 2018 | $4,634,000 | +154.8% | 85,822 | +154.5% | 0.67% | +108.4% |
| Q2 2018 | $1,819,000 | -6.7% | 33,719 | -2.2% | 0.32% | -12.3% |
| Q1 2018 | $1,950,000 | +10.5% | 34,475 | +10.8% | 0.36% | +12.7% |
| Q4 2017 | $1,765,000 | +24.0% | 31,121 | +19.8% | 0.32% | +2.9% |
| Q3 2017 | $1,423,000 | -13.7% | 25,986 | -18.1% | 0.32% | -22.0% |
| Q2 2017 | $1,648,000 | +42.9% | 31,725 | +36.4% | 0.40% | +27.0% |
| Q1 2017 | $1,153,000 | +77.4% | 23,256 | +64.3% | 0.32% | +46.5% |
| Q4 2016 | $650,000 | +116.7% | 14,155 | +122.4% | 0.22% | +68.2% |
| Q3 2016 | $300,000 | +17.2% | 6,366 | +10.4% | 0.13% | +29.0% |
| Q2 2016 | $256,000 | -1.2% | 5,764 | 0.0% | 0.10% | -10.7% |
| Q1 2016 | $259,000 | – | 5,764 | – | 0.11% | – |
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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% |