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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $830,000 | -13.5% | 16,075 | +0.1% | 0.23% | -6.8% |
| Q1 2022 | $960,000 | -7.7% | 16,062 | -1.8% | 0.25% | -11.0% |
| Q4 2021 | $1,040,000 | 0.0% | 16,360 | -0.5% | 0.28% | -13.0% |
| Q3 2021 | $1,040,000 | -3.6% | 16,435 | +0.1% | 0.32% | -1.2% |
| Q2 2021 | $1,079,000 | -4.1% | 16,424 | -8.4% | 0.33% | -12.6% |
| Q1 2021 | $1,125,000 | +1.4% | 17,938 | -2.6% | 0.37% | -9.2% |
| Q4 2020 | $1,109,000 | +12.5% | 18,426 | -2.5% | 0.41% | -3.7% |
| Q3 2020 | $986,000 | -29.3% | 18,897 | -33.4% | 0.43% | -39.4% |
| Q2 2020 | $1,394,000 | +7.0% | 28,356 | -8.7% | 0.71% | -5.4% |
| Q1 2020 | $1,303,000 | -25.0% | 31,051 | -0.5% | 0.75% | -15.7% |
| Q4 2019 | $1,738,000 | +8.0% | 31,203 | +0.2% | 0.88% | -1.4% |
| Q3 2019 | $1,609,000 | +0.1% | 31,155 | -2.7% | 0.90% | -3.3% |
| Q2 2019 | $1,607,000 | +0.4% | 32,011 | +3.9% | 0.93% | -1.5% |
| Q1 2019 | $1,600,000 | +0.6% | 30,823 | -2.1% | 0.94% | +37.5% |
| Q4 2018 | $1,591,000 | – | 31,481 | – | 0.69% | – |
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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% |