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 | $1,343,031 | -5.9% | 25,094 | -1.4% | 1.24% | +0.1% |
| Q2 2023 | $1,426,731 | -5.3% | 25,441 | -6.8% | 1.24% | -1.5% |
| Q1 2023 | $1,506,847 | +3.6% | 27,293 | -2.9% | 1.26% | +5.3% |
| Q4 2022 | $1,454,418 | +15.9% | 28,121 | +2.5% | 1.19% | +34.3% |
| Q3 2022 | $1,255,000 | -13.6% | 27,432 | -2.6% | 0.89% | -42.3% |
| Q2 2022 | $1,453,000 | -13.5% | 28,161 | +0.2% | 1.54% | +68.2% |
| Q1 2022 | $1,679,000 | -6.6% | 28,107 | -0.6% | 0.92% | -3.5% |
| Q4 2021 | $1,797,000 | +5.0% | 28,273 | +4.5% | 0.95% | -0.8% |
| Q3 2021 | $1,711,000 | -5.3% | 27,061 | -1.7% | 0.96% | -3.8% |
| Q2 2021 | $1,807,000 | +4.1% | 27,524 | -0.6% | 0.99% | -2.1% |
| Q1 2021 | $1,736,000 | +8.7% | 27,694 | +4.3% | 1.02% | +1.9% |
| Q4 2020 | $1,597,000 | +14.2% | 26,553 | -1.0% | 1.00% | -0.1% |
| Q3 2020 | $1,399,000 | +7.9% | 26,823 | +1.7% | 1.00% | -5.9% |
| Q2 2020 | $1,297,000 | +61.1% | 26,381 | +37.5% | 1.06% | +25.2% |
| Q1 2020 | $805,000 | -13.4% | 19,191 | +14.9% | 0.85% | +8.9% |
| Q4 2019 | $930,000 | – | 16,706 | – | 0.78% | – |
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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% |