VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $455,311 | +14.1% | 8,803 | +1.0% | 0.27% | -10.3% |
| Q3 2022 | $399,000 | -18.9% | 8,718 | -8.6% | 0.30% | -9.9% |
| Q2 2022 | $492,000 | -46.6% | 9,538 | -38.2% | 0.33% | -40.9% |
| Q1 2022 | $921,000 | -54.6% | 15,423 | -51.7% | 0.56% | -53.4% |
| Q4 2021 | $2,029,000 | +10.6% | 31,923 | +10.1% | 1.21% | +3.3% |
| Q3 2021 | $1,834,000 | -3.3% | 28,998 | +0.4% | 1.17% | -3.5% |
| Q2 2021 | $1,897,000 | +3.5% | 28,880 | -1.2% | 1.21% | -5.2% |
| Q1 2021 | $1,833,000 | -2.2% | 29,238 | -6.2% | 1.28% | -6.8% |
| Q4 2020 | $1,875,000 | +10.1% | 31,160 | -4.5% | 1.37% | -2.1% |
| Q3 2020 | $1,703,000 | +6.6% | 32,643 | +0.5% | 1.40% | -4.9% |
| Q2 2020 | $1,598,000 | -17.0% | 32,491 | -29.2% | 1.48% | -31.5% |
| Q1 2020 | $1,926,000 | -29.7% | 45,899 | -6.8% | 2.16% | -16.3% |
| Q4 2019 | $2,741,000 | +8.5% | 49,228 | +0.6% | 2.58% | +1.7% |
| Q3 2019 | $2,527,000 | -6.6% | 48,912 | -4.7% | 2.53% | -7.0% |
| Q2 2019 | $2,707,000 | -17.7% | 51,327 | -19.0% | 2.72% | -7.0% |
| Q1 2019 | $3,290,000 | +8.9% | 63,392 | -0.9% | 2.93% | -5.1% |
| Q4 2018 | $3,020,000 | +2223.1% | 63,950 | +2564.6% | 3.09% | +2517.8% |
| Q3 2018 | $130,000 | 0.0% | 2,400 | 0.0% | 0.12% | -7.1% |
| Q2 2018 | $130,000 | -4.4% | 2,400 | 0.0% | 0.13% | -6.6% |
| Q1 2018 | $136,000 | -14.5% | 2,400 | -14.3% | 0.14% | -9.9% |
| Q4 2017 | $159,000 | – | 2,800 | – | 0.15% | – |
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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% |