VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $846,762 | +1.3% | 15,099 | -0.2% | 0.18% | -12.8% |
| Q1 2023 | $835,594 | +6.9% | 15,135 | +0.1% | 0.20% | +4.6% |
| Q4 2022 | $781,955 | +6.5% | 15,119 | +1.0% | 0.19% | -0.5% |
| Q3 2022 | $734,000 | -5.2% | 14,976 | -0.1% | 0.20% | -13.7% |
| Q2 2022 | $774,000 | -19.3% | 14,998 | -6.5% | 0.23% | -24.9% |
| Q1 2022 | $959,000 | -6.9% | 16,047 | -1.0% | 0.30% | -5.9% |
| Q4 2021 | $1,030,000 | +1.6% | 16,207 | +1.1% | 0.32% | -8.0% |
| Q3 2021 | $1,014,000 | -1.0% | 16,027 | +2.8% | 0.35% | -2.2% |
| Q2 2021 | $1,024,000 | +1.3% | 15,586 | -3.3% | 0.36% | -9.0% |
| Q1 2021 | $1,011,000 | +10.5% | 16,118 | +6.0% | 0.39% | -3.7% |
| Q4 2020 | $915,000 | +17.2% | 15,209 | +1.6% | 0.41% | +4.1% |
| Q3 2020 | $781,000 | +14.7% | 14,967 | +8.1% | 0.39% | +6.3% |
| Q2 2020 | $681,000 | +17.2% | 13,850 | +0.1% | 0.37% | -4.4% |
| Q1 2020 | $581,000 | -24.2% | 13,837 | +0.6% | 0.38% | -11.5% |
| Q4 2019 | $766,000 | +8.8% | 13,760 | +1.0% | 0.43% | +2.4% |
| Q3 2019 | $704,000 | -1.5% | 13,630 | +0.5% | 0.42% | -2.5% |
| Q2 2019 | $715,000 | +2.6% | 13,564 | +1.0% | 0.44% | -2.2% |
| Q1 2019 | $697,000 | +10.1% | 13,432 | +0.3% | 0.44% | -2.2% |
| Q4 2018 | $633,000 | -7.3% | 13,396 | +0.9% | 0.46% | -0.2% |
| Q3 2018 | $683,000 | -4.3% | 13,279 | +0.6% | 0.46% | -13.1% |
| Q2 2018 | $714,000 | -3.3% | 13,200 | +1.1% | 0.52% | -6.4% |
| Q1 2018 | $738,000 | -0.4% | 13,050 | 0.0% | 0.56% | -15.9% |
| Q4 2017 | $741,000 | – | 13,050 | – | 0.67% | – |
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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% |