VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,726,432 | +4.7% | 106,996 | +9.8% | 0.19% | +8.5% |
| Q2 2023 | $5,466,905 | -0.6% | 97,484 | -2.2% | 0.18% | -4.9% |
| Q1 2023 | $5,501,263 | +7.5% | 99,642 | +0.7% | 0.18% | -16.7% |
| Q4 2022 | $5,119,679 | +60.1% | 98,988 | +41.7% | 0.22% | +51.0% |
| Q3 2022 | $3,198,000 | +3.1% | 69,864 | +16.2% | 0.15% | +3.5% |
| Q2 2022 | $3,102,000 | -15.6% | 60,109 | -0.7% | 0.14% | -2.7% |
| Q1 2022 | $3,674,000 | +17.3% | 60,511 | +22.8% | 0.15% | +25.9% |
| Q4 2021 | $3,133,000 | +10.0% | 49,287 | +9.5% | 0.12% | +0.9% |
| Q3 2021 | $2,848,000 | -2.2% | 45,025 | +1.5% | 0.12% | -6.5% |
| Q2 2021 | $2,913,000 | -5.5% | 44,348 | -9.8% | 0.12% | -15.2% |
| Q1 2021 | $3,082,000 | +27.6% | 49,162 | +22.4% | 0.14% | +10.7% |
| Q4 2020 | $2,416,000 | +49.7% | 40,154 | +29.8% | 0.13% | +31.0% |
| Q3 2020 | $1,614,000 | -13.3% | 30,934 | -18.3% | 0.10% | -17.4% |
| Q2 2020 | $1,861,000 | +12.2% | 37,856 | -4.2% | 0.12% | -9.7% |
| Q1 2020 | $1,658,000 | -62.6% | 39,528 | -50.4% | 0.13% | -59.8% |
| Q4 2019 | $4,435,000 | +59.0% | 79,633 | +47.5% | 0.33% | +39.3% |
| Q3 2019 | $2,789,000 | +1345.1% | 53,988 | +1373.1% | 0.24% | +1157.9% |
| Q2 2019 | $193,000 | +9550.0% | 3,665 | +9544.7% | 0.02% | – |
| Q1 2019 | $2,000 | -66.7% | 38 | -73.6% | 0.00% | -100.0% |
| Q4 2018 | $6,000 | -25.0% | 144 | +0.7% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | +166.7% | 143 | +150.9% | 0.00% | – |
| Q2 2018 | $3,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | 0.0% | 57 | 0.0% | 0.00% | -100.0% |
| Q3 2017 | $3,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $3,000 | -50.0% | 57 | -50.0% | 0.00% | 0.0% |
| Q1 2017 | $6,000 | – | 114 | – | 0.00% | – |
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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% |