VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 435 filers reported holding VANGUARD STAR FDS in Q2 2019. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $390,160 | -11.7% | 7,290 | -7.5% | 0.02% | -11.8% |
| Q2 2023 | $441,843 | -38.0% | 7,879 | -39.0% | 0.02% | -41.4% |
| Q1 2023 | $712,829 | +153.2% | 12,911 | +137.2% | 0.03% | +123.1% |
| Q4 2022 | $281,569 | -12.6% | 5,444 | -22.7% | 0.01% | -23.5% |
| Q3 2022 | $322,000 | +16.2% | 7,043 | +31.0% | 0.02% | -5.6% |
| Q2 2022 | $277,000 | -86.9% | 5,375 | -84.8% | 0.02% | -84.7% |
| Q1 2022 | $2,110,000 | -4.0% | 35,325 | +2.2% | 0.12% | +1.7% |
| Q4 2021 | $2,198,000 | +1.2% | 34,578 | +0.7% | 0.12% | -10.1% |
| Q3 2021 | $2,172,000 | +1.7% | 34,340 | +5.6% | 0.13% | +1.6% |
| Q2 2021 | $2,136,000 | +1.9% | 32,523 | -2.8% | 0.13% | -11.2% |
| Q1 2021 | $2,097,000 | -15.3% | 33,448 | -18.7% | 0.14% | -22.3% |
| Q4 2020 | $2,475,000 | +7.6% | 41,146 | -6.7% | 0.18% | -7.5% |
| Q3 2020 | $2,300,000 | -2.7% | 44,079 | -8.3% | 0.20% | -14.2% |
| Q2 2020 | $2,363,000 | +18.0% | 48,058 | +0.7% | 0.23% | -14.7% |
| Q1 2020 | $2,003,000 | +278.6% | 47,731 | +402.3% | 0.27% | +385.7% |
| Q4 2019 | $529,000 | +6.7% | 9,502 | -1.1% | 0.06% | -15.2% |
| Q3 2019 | $496,000 | +19.2% | 9,606 | +21.8% | 0.07% | +22.2% |
| Q2 2019 | $416,000 | +80.9% | 7,888 | +94.6% | 0.05% | -37.9% |
| Q4 2017 | $230,000 | – | 4,054 | – | 0.09% | – |
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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% |