VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 360 filers reported holding VANGUARD STAR FDS in Q1 2018. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,345,953 | -4.1% | 81,202 | +0.5% | 2.07% | +1.9% |
| Q2 2023 | $4,531,047 | +1.7% | 80,804 | +0.1% | 2.04% | -4.3% |
| Q1 2023 | $4,457,346 | +3.7% | 80,734 | -2.9% | 2.13% | -2.0% |
| Q4 2022 | $4,298,160 | +7.7% | 83,104 | -4.7% | 2.17% | +4.3% |
| Q3 2022 | $3,991,000 | +2.5% | 87,207 | +15.6% | 2.08% | +8.8% |
| Q2 2022 | $3,892,000 | -33.9% | 75,413 | -23.5% | 1.91% | -21.8% |
| Q1 2022 | $5,890,000 | -10.2% | 98,599 | -4.4% | 2.45% | -5.3% |
| Q4 2021 | $6,559,000 | +2.2% | 103,173 | +1.7% | 2.58% | -10.0% |
| Q3 2021 | $6,419,000 | +11.1% | 101,467 | +15.3% | 2.87% | +4.4% |
| Q2 2021 | $5,779,000 | +29.5% | 87,994 | +23.6% | 2.75% | +11.7% |
| Q1 2021 | $4,463,000 | +31.3% | 71,179 | +26.0% | 2.46% | +31.7% |
| Q4 2020 | $3,399,000 | +29.2% | 56,499 | +12.9% | 1.87% | +11.1% |
| Q3 2020 | $2,631,000 | +11.9% | 50,023 | +4.6% | 1.68% | +2.4% |
| Q2 2020 | $2,351,000 | +219.9% | 47,808 | +174.3% | 1.64% | +185.6% |
| Q1 2020 | $735,000 | +754.7% | 17,430 | +1030.4% | 0.58% | +1005.8% |
| Q4 2019 | $86,000 | +7.5% | 1,542 | 0.0% | 0.05% | -1.9% |
| Q3 2019 | $80,000 | -1.2% | 1,542 | 0.0% | 0.05% | -1.9% |
| Q2 2019 | $81,000 | -1.2% | 1,542 | -2.2% | 0.05% | -11.5% |
| Q1 2019 | $82,000 | +10.8% | 1,577 | 0.0% | 0.06% | -7.6% |
| Q4 2018 | $74,000 | -12.9% | 1,577 | 0.0% | 0.07% | +11.9% |
| Q3 2018 | $85,000 | 0.0% | 1,577 | 0.0% | 0.06% | -7.8% |
| Q2 2018 | $85,000 | -4.5% | 1,577 | 0.0% | 0.06% | -8.6% |
| Q1 2018 | $89,000 | -1.1% | 1,577 | 0.0% | 0.07% | +9.4% |
| Q4 2017 | $90,000 | – | 1,577 | – | 0.06% | – |
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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% |