VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 514 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $398,456 | -4.6% | 7,445 | 0.0% | 0.08% | -9.1% |
| Q2 2023 | $417,516 | +1.6% | 7,445 | 0.0% | 0.09% | -8.3% |
| Q1 2023 | $411,038 | +322.5% | 7,445 | +295.8% | 0.10% | +284.0% |
| Q4 2022 | $97,285 | +26.3% | 1,881 | +11.1% | 0.02% | +19.0% |
| Q3 2022 | $77,000 | -40.3% | 1,693 | -32.4% | 0.02% | -47.5% |
| Q2 2022 | $129,000 | +43.3% | 2,504 | +66.4% | 0.04% | +53.8% |
| Q1 2022 | $90,000 | -6.2% | 1,505 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $96,000 | +1.1% | 1,505 | 0.0% | 0.03% | -7.1% |
| Q3 2021 | $95,000 | -4.0% | 1,505 | 0.0% | 0.03% | -6.7% |
| Q2 2021 | $99,000 | -38.9% | 1,505 | -41.8% | 0.03% | -46.4% |
| Q1 2021 | $162,000 | +3.8% | 2,588 | 0.0% | 0.06% | -3.4% |
| Q4 2020 | $156,000 | +3800.0% | 2,588 | +3305.3% | 0.06% | +2800.0% |
| Q3 2020 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | +33.3% | 76 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -25.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | – | 76 | – | 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% |