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 | $16,740,515 | -23.6% | 312,792 | -20.0% | 1.58% | -19.3% |
| Q2 2023 | $21,915,273 | +8.0% | 390,786 | +6.3% | 1.96% | -1.8% |
| Q1 2023 | $20,294,370 | +21.4% | 367,585 | +0.6% | 1.99% | +7.0% |
| Q3 2022 | $16,721,000 | -16.0% | 365,331 | -5.2% | 1.86% | -15.6% |
| Q2 2022 | $19,899,000 | -8.3% | 385,556 | +6.1% | 2.21% | +4.6% |
| Q1 2022 | $21,700,000 | -7.5% | 363,236 | -1.5% | 2.11% | -5.6% |
| Q4 2021 | $23,448,000 | +0.6% | 368,834 | +0.1% | 2.24% | -9.8% |
| Q3 2021 | $23,302,000 | -1.2% | 368,361 | +2.6% | 2.48% | -0.1% |
| Q2 2021 | $23,580,000 | +2.9% | 359,008 | -1.8% | 2.48% | -8.4% |
| Q1 2021 | $22,916,000 | +0.5% | 365,479 | -3.6% | 2.71% | -5.4% |
| Q4 2020 | $22,812,000 | +6.1% | 379,194 | -8.0% | 2.86% | -10.2% |
| Q3 2020 | $21,506,000 | +4.4% | 412,227 | -1.6% | 3.19% | -4.4% |
| Q2 2020 | $20,606,000 | +18.5% | 419,070 | +1.1% | 3.33% | -0.6% |
| Q1 2020 | $17,388,000 | -21.0% | 414,391 | +4.8% | 3.35% | -6.1% |
| Q4 2019 | $22,024,000 | +120.4% | 395,468 | +104.4% | 3.57% | +102.4% |
| Q3 2019 | $9,995,000 | -0.6% | 193,470 | +1.4% | 1.76% | -2.4% |
| Q2 2019 | $10,059,000 | -43.6% | 190,812 | +2.0% | 1.81% | -16.6% |
| Q1 2019 | $17,843,000 | +106.6% | 187,068 | +2.1% | 2.17% | +17.5% |
| Q4 2018 | $8,638,000 | -95.5% | 183,153 | -98.3% | 1.84% | -23.9% |
| Q3 2018 | $192,573,000 | -1.1% | 10,579,814 | +1.5% | 2.42% | +10.3% |
| Q2 2018 | $194,766,000 | +1616.9% | 10,425,970 | +5022.6% | 2.20% | +1.5% |
| Q1 2018 | $11,344,000 | +0.9% | 203,527 | +6.2% | 2.16% | +2.6% |
| Q4 2017 | $11,244,000 | +6.2% | 191,591 | -0.5% | 2.11% | -3.8% |
| Q3 2017 | $10,587,000 | +6.8% | 192,573 | +0.8% | 2.19% | -1.3% |
| Q2 2017 | $9,914,000 | +13.0% | 191,050 | +7.5% | 2.22% | +2.4% |
| Q1 2017 | $8,776,000 | +14.6% | 177,735 | +7.3% | 2.17% | -11.6% |
| Q4 2016 | $7,655,000 | +8.7% | 165,675 | +10.6% | 2.46% | -5.6% |
| Q3 2016 | $7,044,000 | +85.8% | 149,844 | +79.0% | 2.60% | -9.7% |
| Q1 2016 | $3,791,000 | – | 83,702 | – | 2.88% | – |
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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% |