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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $77,737 | +6.3% | 1,393 | 0.0% | 0.04% | -5.0% |
| Q3 2023 | $73,146 | -5.7% | 1,393 | +0.1% | 0.04% | -9.1% |
| Q2 2023 | $77,564 | +1.5% | 1,391 | +0.4% | 0.04% | -4.3% |
| Q1 2023 | $76,382 | +5.9% | 1,385 | 0.0% | 0.05% | -6.1% |
| Q4 2022 | $72,106 | -64.7% | 1,385 | -67.2% | 0.05% | -66.7% |
| Q3 2022 | $204,000 | -8.9% | 4,226 | 0.0% | 0.15% | -4.5% |
| Q2 2022 | $224,000 | -10.8% | 4,226 | +0.1% | 0.15% | -5.5% |
| Q1 2022 | $251,000 | +14.6% | 4,220 | +22.7% | 0.16% | +14.0% |
| Q4 2021 | $219,000 | -26.3% | 3,440 | -25.1% | 0.14% | -33.8% |
| Q3 2021 | $297,000 | -0.7% | 4,590 | 0.0% | 0.22% | -4.8% |
| Q2 2021 | $299,000 | +16.8% | 4,590 | +14.6% | 0.23% | +7.6% |
| Q1 2021 | $256,000 | +652.9% | 4,006 | +599.1% | 0.21% | +539.4% |
| Q4 2020 | $34,000 | +13.3% | 573 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $30,000 | +3.4% | 573 | +0.4% | 0.03% | +3.1% |
| Q2 2020 | $29,000 | +20.8% | 571 | +0.4% | 0.03% | +6.7% |
| Q1 2020 | $24,000 | -25.0% | 569 | 0.0% | 0.03% | -3.2% |
| Q4 2019 | $32,000 | – | 569 | – | 0.03% | – |
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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% |