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 | $4,761,066 | +8.5% | 88,959 | +13.7% | 0.07% | +10.6% |
| Q2 2023 | $4,387,399 | +18.4% | 78,235 | +16.6% | 0.07% | +11.9% |
| Q1 2023 | $3,705,955 | +14.8% | 67,125 | +7.6% | 0.06% | +7.3% |
| Q4 2022 | $3,227,852 | +12.8% | 62,410 | -0.2% | 0.06% | +3.8% |
| Q3 2022 | $2,861,000 | -22.9% | 62,519 | -13.1% | 0.05% | -22.1% |
| Q2 2022 | $3,711,000 | -12.2% | 71,903 | +1.7% | 0.07% | +4.6% |
| Q1 2022 | $4,225,000 | -10.3% | 70,719 | -4.6% | 0.06% | -9.7% |
| Q4 2021 | $4,712,000 | +5.8% | 74,129 | +5.3% | 0.07% | -6.5% |
| Q3 2021 | $4,455,000 | -2.0% | 70,429 | +1.7% | 0.08% | 0.0% |
| Q2 2021 | $4,548,000 | -100.0% | 69,239 | -61.3% | 0.08% | -21.4% |
| Q1 2021 | $11,209,200,000 | +280130.0% | 178,776 | +168.8% | 0.10% | +12.6% |
| Q4 2020 | $4,000,000 | +25.5% | 66,497 | +8.9% | 0.09% | +8.8% |
| Q3 2020 | $3,187,000 | +30.6% | 61,083 | +23.0% | 0.08% | +14.3% |
| Q2 2020 | $2,441,000 | +27.6% | 49,652 | +8.9% | 0.07% | 0.0% |
| Q1 2020 | $1,913,000 | -43.4% | 45,595 | -24.8% | 0.07% | -30.0% |
| Q4 2019 | $3,378,000 | +10.5% | 60,661 | +2.5% | 0.10% | -2.9% |
| Q3 2019 | $3,057,000 | -37.4% | 59,183 | -36.1% | 0.10% | -42.5% |
| Q2 2019 | $4,882,000 | -19.7% | 92,558 | -20.9% | 0.18% | -30.6% |
| Q1 2019 | $6,076,000 | +6.0% | 117,086 | -3.5% | 0.26% | -7.5% |
| Q4 2018 | $5,731,000 | -8.4% | 121,380 | +4.8% | 0.28% | -6.4% |
| Q3 2018 | $6,256,000 | +788.6% | 115,857 | +790.2% | 0.30% | +609.5% |
| Q2 2018 | $704,000 | +136.2% | 13,015 | +147.0% | 0.04% | +110.0% |
| Q1 2018 | $298,000 | +508.2% | 5,270 | +500.2% | 0.02% | +400.0% |
| Q4 2017 | $49,000 | +2.1% | 878 | 0.0% | 0.00% | -20.0% |
| Q3 2017 | $48,000 | +2.1% | 878 | -4.0% | 0.01% | 0.0% |
| Q2 2017 | $47,000 | +30.6% | 915 | +15.7% | 0.01% | -68.8% |
| Q4 2016 | $36,000 | – | 791 | – | 0.02% | – |
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% |