VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,834,664 | -6.2% | 1,304,833 | -1.7% | 7.81% | -1.4% |
| Q2 2023 | $74,451,619 | +9.5% | 1,327,597 | +7.8% | 7.92% | -0.6% |
| Q1 2023 | $67,995,636 | +31.7% | 1,231,582 | +23.3% | 7.97% | +25.3% |
| Q4 2022 | $51,640,446 | +40.4% | 998,462 | +24.2% | 6.36% | +2.5% |
| Q3 2022 | $36,793,000 | -6.2% | 803,872 | +5.8% | 6.21% | -4.3% |
| Q2 2022 | $39,231,000 | -11.8% | 760,151 | +2.1% | 6.49% | -5.5% |
| Q1 2022 | $44,465,000 | -4.4% | 744,308 | +1.8% | 6.86% | -3.0% |
| Q4 2021 | $46,500,000 | +2.9% | 731,478 | +2.4% | 7.08% | -40.2% |
| Q3 2021 | $45,183,000 | -1.8% | 714,249 | +2.0% | 11.84% | +15.2% |
| Q2 2021 | $46,000,000 | +7.0% | 700,361 | +2.1% | 10.28% | +6.2% |
| Q1 2021 | $43,003,000 | +4.2% | 685,853 | -0.0% | 9.68% | -4.0% |
| Q4 2020 | $41,271,000 | +13.8% | 686,024 | -1.3% | 10.08% | +1.0% |
| Q3 2020 | $36,266,000 | +6.4% | 695,152 | +0.3% | 9.98% | -1.2% |
| Q2 2020 | $34,069,000 | +18.6% | 692,888 | +1.2% | 10.11% | -6.9% |
| Q1 2020 | $28,730,000 | -27.0% | 684,703 | -3.1% | 10.86% | -20.7% |
| Q4 2019 | $39,346,000 | +8.6% | 706,510 | +0.7% | 13.70% | +0.1% |
| Q3 2019 | $36,229,000 | +0.4% | 701,290 | +2.5% | 13.68% | -1.7% |
| Q2 2019 | $36,083,000 | +0.7% | 684,055 | -1.0% | 13.92% | -2.5% |
| Q1 2019 | $35,844,000 | +24.9% | 690,639 | +13.6% | 14.27% | +0.9% |
| Q4 2018 | $28,709,000 | – | 607,992 | – | 14.14% | – |
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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% |