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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $948,530 | -9.4% | 17,723 | -5.1% | 0.32% | -6.4% |
| Q2 2023 | $1,047,443 | +4.9% | 18,678 | +3.3% | 0.34% | 0.0% |
| Q1 2023 | $998,770 | -18.1% | 18,090 | -32.1% | 0.34% | -27.9% |
| Q3 2022 | $1,219,000 | -13.1% | 26,639 | -2.0% | 0.48% | -17.5% |
| Q2 2022 | $1,402,000 | -15.1% | 27,173 | -1.7% | 0.58% | -2.0% |
| Q1 2022 | $1,651,000 | -1.0% | 27,638 | +5.3% | 0.59% | -12.2% |
| Q4 2021 | $1,668,000 | +0.8% | 26,241 | +0.4% | 0.67% | -6.8% |
| Q3 2021 | $1,654,000 | +1.2% | 26,144 | +5.1% | 0.72% | +1.1% |
| Q2 2021 | $1,634,000 | +6.6% | 24,876 | +1.7% | 0.71% | -2.7% |
| Q1 2021 | $1,533,000 | +1.3% | 24,452 | -2.9% | 0.73% | +30.9% |
| Q4 2020 | $1,514,000 | +16.2% | 25,170 | +0.8% | 0.56% | +3.9% |
| Q3 2020 | $1,303,000 | +8.9% | 24,979 | +2.7% | 0.54% | -8.5% |
| Q2 2020 | $1,196,000 | -4.7% | 24,319 | -18.7% | 0.59% | -25.8% |
| Q1 2020 | $1,255,000 | -84.7% | 29,905 | -79.7% | 0.79% | -78.0% |
| Q4 2019 | $8,194,000 | +4.6% | 147,132 | -2.9% | 3.60% | -6.0% |
| Q3 2019 | $7,830,000 | -7.0% | 151,568 | -5.1% | 3.83% | -11.2% |
| Q2 2019 | $8,422,000 | +5.5% | 159,662 | +3.8% | 4.32% | +0.5% |
| Q1 2019 | $7,982,000 | +9.7% | 153,803 | -0.2% | 4.29% | +9.8% |
| Q4 2018 | $7,276,000 | -4.1% | 154,091 | +9.7% | 3.91% | +5.7% |
| Q3 2018 | $7,586,000 | +7.0% | 140,479 | +7.2% | 3.70% | -11.1% |
| Q2 2018 | $7,088,000 | -0.3% | 131,023 | +4.3% | 4.16% | -3.9% |
| Q1 2018 | $7,107,000 | +11.5% | 125,681 | +12.0% | 4.33% | +11.0% |
| Q4 2017 | $6,374,000 | -0.6% | 112,194 | -4.2% | 3.90% | -5.0% |
| Q3 2017 | $6,410,000 | +8.3% | 117,113 | +2.8% | 4.11% | +3.5% |
| Q2 2017 | $5,919,000 | +18.3% | 113,900 | +13.1% | 3.97% | +13.3% |
| Q1 2017 | $5,003,000 | +1367.2% | 100,712 | +1255.8% | 3.50% | +1253.3% |
| Q4 2016 | $341,000 | – | 7,428 | – | 0.26% | – |
Download | ||||||
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% |