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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,212 | +51.1% | 5,236 | +58.4% | 0.01% | +40.0% |
| Q2 2023 | $185,410 | +135.4% | 3,306 | +131.7% | 0.01% | +100.0% |
| Q1 2023 | $78,778 | -15.4% | 1,427 | -20.8% | 0.01% | -16.7% |
| Q4 2022 | $93,159 | -82.1% | 1,801 | -84.2% | 0.01% | -83.3% |
| Q3 2022 | $521,000 | -62.0% | 11,400 | -57.1% | 0.04% | -47.1% |
| Q2 2022 | $1,370,000 | -39.6% | 26,560 | -30.1% | 0.07% | -29.9% |
| Q1 2022 | $2,268,000 | -8.1% | 37,971 | -2.2% | 0.10% | +3.2% |
| Q4 2021 | $2,467,000 | +50.1% | 38,818 | +49.7% | 0.09% | +49.2% |
| Q3 2021 | $1,644,000 | -0.5% | 25,926 | +3.3% | 0.06% | -1.6% |
| Q2 2021 | $1,652,000 | -74.5% | 25,103 | -75.0% | 0.06% | -64.6% |
| Q1 2021 | $6,470,000 | +327.1% | 100,416 | +15.3% | 0.18% | +196.7% |
| Q4 2020 | $1,515,000 | +29.8% | 87,120 | +284.3% | 0.06% | +1.7% |
| Q3 2020 | $1,167,000 | +5.9% | 22,669 | +0.5% | 0.06% | -1.6% |
| Q2 2020 | $1,102,000 | -2.8% | 22,567 | -17.6% | 0.06% | -19.7% |
| Q1 2020 | $1,134,000 | -24.9% | 27,385 | +1.3% | 0.08% | -6.2% |
| Q4 2019 | $1,510,000 | +10.1% | 27,027 | +1.4% | 0.08% | -1.2% |
| Q3 2019 | $1,371,000 | 0.0% | 26,647 | +2.5% | 0.08% | -3.5% |
| Q2 2019 | $1,371,000 | +369.5% | 26,001 | +362.0% | 0.08% | +347.4% |
| Q1 2019 | $292,000 | +1023.1% | 5,628 | +912.2% | 0.02% | +850.0% |
| Q4 2018 | $26,000 | -18.8% | 556 | -7.0% | 0.00% | 0.0% |
| Q3 2018 | $32,000 | 0.0% | 598 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $32,000 | -3.0% | 598 | +2.2% | 0.00% | -33.3% |
| Q1 2018 | $33,000 | 0.0% | 585 | -1.5% | 0.00% | 0.0% |
| Q4 2017 | $33,000 | -52.9% | 594 | -53.8% | 0.00% | -57.1% |
| Q3 2017 | $70,000 | -74.1% | 1,285 | -75.4% | 0.01% | -75.0% |
| Q2 2017 | $270,000 | +15.4% | 5,213 | +10.5% | 0.03% | +16.7% |
| Q1 2017 | $234,000 | +5.9% | 4,717 | -2.2% | 0.02% | -17.2% |
| Q4 2016 | $221,000 | -3.5% | 4,822 | -0.9% | 0.03% | -6.5% |
| Q3 2016 | $229,000 | +9.0% | 4,864 | +3.1% | 0.03% | +3.3% |
| Q2 2016 | $210,000 | -26.1% | 4,719 | -26.2% | 0.03% | -30.2% |
| Q1 2016 | $284,000 | – | 6,393 | – | 0.04% | – |
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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% |