VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 279 filers reported holding VANGUARD STAR FDS in Q2 2017. The put-call ratio across all filers is 0.91 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $300,408 | -6.3% | 5,613 | -1.8% | 0.11% | -0.9% |
| Q2 2023 | $320,442 | +1.6% | 5,714 | 0.0% | 0.12% | -2.5% |
| Q1 2023 | $315,470 | +6.7% | 5,714 | 0.0% | 0.12% | +2.6% |
| Q4 2022 | $295,528 | +12.8% | 5,714 | 0.0% | 0.12% | +1.8% |
| Q3 2022 | $262,000 | +9.6% | 5,714 | +23.3% | 0.11% | +16.5% |
| Q2 2022 | $239,000 | -13.4% | 4,635 | +0.2% | 0.10% | +5.4% |
| Q1 2022 | $276,000 | +1.8% | 4,625 | +6.8% | 0.09% | -10.7% |
| Q1 2021 | $271,000 | -92.9% | 4,330 | -94.5% | 0.10% | -89.7% |
| Q1 2018 | $3,800,000 | +1432.3% | 78,650 | +1695.7% | 1.00% | +707.3% |
| Q4 2017 | $248,000 | -0.4% | 4,380 | -3.9% | 0.12% | -5.3% |
| Q3 2017 | $249,000 | +5.1% | 4,557 | 0.0% | 0.13% | +1.6% |
| Q2 2017 | $237,000 | +4.9% | 4,557 | 0.0% | 0.13% | +2.4% |
| Q1 2017 | $226,000 | +8.1% | 4,557 | 0.0% | 0.13% | +6.8% |
| Q4 2016 | $209,000 | – | 4,557 | – | 0.12% | – |
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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% |