VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 505 filers reported holding VANGUARD STAR FDS in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $464,346 | -4.4% | 8,676 | +0.2% | 0.19% | -1.0% |
| Q2 2023 | $485,622 | +2.7% | 8,659 | +1.1% | 0.19% | -0.5% |
| Q1 2023 | $472,797 | +7.0% | 8,564 | +0.2% | 0.20% | -1.5% |
| Q4 2022 | $441,907 | +14.5% | 8,544 | +1.2% | 0.20% | +13.1% |
| Q3 2022 | $386,000 | -17.3% | 8,442 | -6.8% | 0.18% | -13.8% |
| Q2 2022 | $467,000 | -12.7% | 9,057 | +1.1% | 0.20% | -7.7% |
| Q1 2022 | $535,000 | -6.6% | 8,956 | -0.7% | 0.22% | -7.9% |
| Q4 2021 | $573,000 | -2.2% | 9,020 | -2.7% | 0.24% | -0.4% |
| Q3 2021 | $586,000 | -3.3% | 9,270 | +0.5% | 0.24% | -5.1% |
| Q2 2021 | $606,000 | +5.6% | 9,220 | +0.8% | 0.25% | +2.0% |
| Q1 2021 | $574,000 | +4.6% | 9,149 | +0.3% | 0.25% | -6.4% |
| Q4 2020 | $549,000 | +16.6% | 9,126 | +1.0% | 0.26% | -6.7% |
| Q3 2020 | $471,000 | +6.8% | 9,037 | +0.7% | 0.28% | -8.4% |
| Q2 2020 | $441,000 | +6.5% | 8,977 | -9.1% | 0.31% | -22.9% |
| Q1 2020 | $414,000 | -24.6% | 9,877 | +0.3% | 0.40% | -29.1% |
| Q4 2019 | $549,000 | +9.1% | 9,852 | +1.1% | 0.57% | -1.7% |
| Q3 2019 | $503,000 | -5.3% | 9,742 | -3.3% | 0.58% | -2.5% |
| Q2 2019 | $531,000 | -89.7% | 10,071 | +1.2% | 0.59% | +5.3% |
| Q1 2019 | $5,167,000 | +1001.7% | 9,955 | +0.3% | 0.56% | +21.6% |
| Q4 2018 | $469,000 | -11.2% | 9,923 | +1.5% | 0.46% | -6.1% |
| Q3 2018 | $528,000 | -0.2% | 9,772 | 0.0% | 0.49% | -1.4% |
| Q2 2018 | $529,000 | -2.9% | 9,772 | +1.4% | 0.50% | -15.1% |
| Q1 2018 | $545,000 | -1.4% | 9,640 | -1.0% | 0.59% | +9.9% |
| Q4 2017 | $553,000 | -2.6% | 9,740 | -6.2% | 0.54% | +24.7% |
| Q3 2017 | $568,000 | +5.8% | 10,383 | +0.5% | 0.43% | +10.3% |
| Q2 2017 | $537,000 | +5.7% | 10,327 | +1.1% | 0.39% | +21.9% |
| Q1 2017 | $508,000 | +8.8% | 10,218 | +0.3% | 0.32% | -2.1% |
| Q4 2016 | $467,000 | – | 10,185 | – | 0.33% | – |
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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% |