VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $6,658,000 | +0.8% | 104,738 | +0.3% | 3.08% | -3.0% |
| Q3 2021 | $6,607,000 | -3.0% | 104,438 | +0.7% | 3.17% | -3.1% |
| Q2 2021 | $6,813,000 | +3.4% | 103,737 | -1.3% | 3.27% | +7.8% |
| Q1 2021 | $6,592,000 | +5.1% | 105,137 | +0.8% | 3.04% | +0.8% |
| Q4 2020 | $6,275,000 | +14.1% | 104,310 | -1.1% | 3.01% | +26.4% |
| Q3 2020 | $5,501,000 | +5.9% | 105,436 | -0.2% | 2.38% | +6.2% |
| Q2 2020 | $5,193,000 | +14.9% | 105,612 | -1.9% | 2.24% | +0.3% |
| Q1 2020 | $4,519,000 | -18.9% | 107,688 | +6.3% | 2.24% | -3.1% |
| Q4 2019 | $5,574,000 | +6.8% | 101,269 | +0.2% | 2.31% | +2.0% |
| Q3 2019 | $5,220,000 | -1.8% | 101,043 | +0.3% | 2.26% | -3.3% |
| Q2 2019 | $5,314,000 | +3.0% | 100,732 | +1.3% | 2.34% | -4.1% |
| Q1 2019 | $5,160,000 | +19.4% | 99,431 | +8.6% | 2.44% | +11.4% |
| Q4 2018 | $4,323,000 | -11.2% | 91,560 | -3.4% | 2.19% | -5.3% |
| Q3 2018 | $4,867,000 | -9.4% | 94,755 | -4.6% | 2.31% | -12.0% |
| Q2 2018 | $5,372,000 | +24.3% | 99,293 | +29.9% | 2.63% | +18.3% |
| Q1 2018 | $4,322,000 | -5.2% | 76,428 | -4.8% | 2.22% | -5.6% |
| Q4 2017 | $4,559,000 | +10.1% | 80,256 | +6.0% | 2.35% | +2.9% |
| Q3 2017 | $4,142,000 | +15.5% | 75,689 | +9.7% | 2.29% | -0.3% |
| Q2 2017 | $3,586,000 | +15.2% | 69,003 | +10.1% | 2.29% | +9.6% |
| Q1 2017 | $3,114,000 | +35.6% | 62,683 | +25.2% | 2.09% | +15.4% |
| Q4 2016 | $2,297,000 | +11.1% | 50,064 | +14.3% | 1.82% | +5.5% |
| Q3 2016 | $2,067,000 | +11.0% | 43,785 | +4.6% | 1.72% | +6.6% |
| Q2 2016 | $1,862,000 | +28.5% | 41,859 | +29.8% | 1.61% | +22.8% |
| Q1 2016 | $1,449,000 | +17.5% | 32,250 | +18.0% | 1.31% | +10.5% |
| Q4 2015 | $1,233,000 | -4.9% | 27,338 | -6.6% | 1.19% | -9.2% |
| Q3 2015 | $1,297,000 | +667.5% | 29,263 | +771.2% | 1.31% | +703.1% |
| Q2 2015 | $169,000 | – | 3,359 | – | 0.16% | – |
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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% |