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 | $2,298,618 | +2.6% | 42,949 | +7.5% | 0.95% | +2.7% |
| Q2 2023 | $2,240,327 | +10.7% | 39,949 | +9.0% | 0.93% | +3.6% |
| Q1 2023 | $2,023,761 | +19.4% | 36,656 | +11.9% | 0.89% | +10.6% |
| Q4 2022 | $1,694,351 | +68.6% | 32,760 | +49.1% | 0.81% | +55.4% |
| Q3 2022 | $1,005,000 | -11.5% | 21,967 | -0.1% | 0.52% | -7.6% |
| Q2 2022 | $1,135,000 | -9.3% | 21,995 | +5.0% | 0.56% | +6.4% |
| Q1 2022 | $1,251,000 | +1.1% | 20,947 | +7.7% | 0.53% | +2.1% |
| Q4 2021 | $1,237,000 | -6.1% | 19,457 | -6.6% | 0.52% | -14.9% |
| Q3 2021 | $1,318,000 | +4.4% | 20,838 | +7.1% | 0.61% | +3.6% |
| Q2 2021 | $1,263,000 | +25.7% | 19,456 | +21.4% | 0.59% | +14.2% |
| Q1 2021 | $1,005,000 | +8.3% | 16,032 | +4.0% | 0.52% | +1.2% |
| Q4 2020 | $928,000 | +12.2% | 15,421 | -2.7% | 0.51% | -2.9% |
| Q3 2020 | $827,000 | +0.9% | 15,857 | -4.9% | 0.52% | -8.9% |
| Q2 2020 | $820,000 | -5.7% | 16,667 | -19.6% | 0.58% | -24.2% |
| Q1 2020 | $870,000 | -24.7% | 20,742 | -1.4% | 0.76% | -9.2% |
| Q4 2019 | $1,155,000 | +6.0% | 21,039 | +0.6% | 0.84% | -7.9% |
| Q3 2019 | $1,090,000 | -2.9% | 20,919 | -1.7% | 0.91% | -4.2% |
| Q2 2019 | $1,122,000 | -2.5% | 21,287 | -4.0% | 0.95% | -15.4% |
| Q1 2019 | $1,151,000 | +9.8% | 22,168 | -0.1% | 1.12% | +1.9% |
| Q4 2018 | $1,048,000 | -27.1% | 22,192 | -23.8% | 1.10% | -17.9% |
| Q3 2018 | $1,438,000 | -3.4% | 29,124 | +5.8% | 1.34% | -2.3% |
| Q2 2018 | $1,489,000 | +4.5% | 27,525 | +9.2% | 1.37% | -2.9% |
| Q1 2018 | $1,425,000 | +425.8% | 25,200 | +428.1% | 1.41% | +383.9% |
| Q4 2017 | $271,000 | – | 4,772 | – | 0.29% | – |
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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% |