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 | $389,572 | -4.6% | 7,279 | 0.0% | 0.17% | +3.1% |
| Q2 2023 | $408,206 | +1.6% | 7,279 | 0.0% | 0.16% | -4.1% |
| Q1 2023 | $401,874 | +6.7% | 7,279 | 0.0% | 0.17% | -1.2% |
| Q4 2022 | $376,470 | +13.1% | 7,279 | 0.0% | 0.17% | +2.4% |
| Q3 2022 | $333,000 | -11.4% | 7,279 | 0.0% | 0.17% | -6.2% |
| Q2 2022 | $376,000 | -13.6% | 7,279 | 0.0% | 0.18% | -4.8% |
| Q1 2022 | $435,000 | -8.4% | 7,279 | -2.7% | 0.19% | -24.3% |
| Q4 2021 | $475,000 | +0.4% | 7,478 | 0.0% | 0.25% | -7.5% |
| Q3 2021 | $473,000 | -3.7% | 7,478 | 0.0% | 0.27% | -0.7% |
| Q2 2021 | $491,000 | +4.7% | 7,478 | 0.0% | 0.27% | -9.1% |
| Q1 2021 | $469,000 | +4.2% | 7,478 | 0.0% | 0.30% | -2.0% |
| Q4 2020 | $450,000 | +15.4% | 7,478 | 0.0% | 0.30% | -1.6% |
| Q3 2020 | $390,000 | +6.0% | 7,478 | 0.0% | 0.31% | -3.5% |
| Q2 2020 | $368,000 | +17.2% | 7,478 | 0.0% | 0.32% | +1.6% |
| Q1 2020 | $314,000 | -38.3% | 7,478 | -18.2% | 0.31% | -30.4% |
| Q4 2019 | $509,000 | – | 9,140 | – | 0.45% | – |
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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% |