VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 420 filers reported holding VANGUARD STAR FDS in Q4 2018. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,581 | -4.6% | 1,169 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $65,574 | +1.6% | 1,169 | 0.0% | 0.02% | -3.8% |
| Q1 2023 | $64,557 | +6.7% | 1,169 | 0.0% | 0.03% | +4.0% |
| Q4 2022 | $60,476 | -90.6% | 1,169 | -91.7% | 0.02% | -91.1% |
| Q3 2022 | $643,940 | -66.7% | 14,069 | -62.5% | 0.28% | -66.3% |
| Q2 2022 | $1,934,880 | +305.4% | 37,490 | +369.3% | 0.83% | +354.6% |
| Q1 2022 | $477,234 | -6.0% | 7,989 | +0.0% | 0.18% | -2.7% |
| Q4 2021 | $507,746 | +0.6% | 7,987 | +0.1% | 0.19% | -3.1% |
| Q3 2021 | $504,543 | -8.6% | 7,976 | -5.1% | 0.19% | -19.2% |
| Q2 2021 | $552,013 | +4.8% | 8,405 | +0.1% | 0.24% | -5.1% |
| Q1 2021 | $526,593 | -2.6% | 8,399 | -6.6% | 0.25% | -5.6% |
| Q4 2020 | $540,699 | +15.0% | 8,988 | -0.2% | 0.27% | +3.1% |
| Q3 2020 | $470,025 | -19.4% | 9,009 | -24.0% | 0.26% | -24.9% |
| Q2 2020 | $583,055 | +8.0% | 11,858 | -7.8% | 0.35% | -17.2% |
| Q1 2020 | $539,638 | -62.0% | 12,861 | -49.6% | 0.42% | -62.3% |
| Q4 2019 | $1,420,463 | +4.8% | 25,507 | -2.8% | 1.11% | -2.6% |
| Q3 2019 | $1,355,782 | -2.4% | 26,244 | -0.4% | 1.14% | -3.6% |
| Q2 2019 | $1,389,626 | +1.8% | 26,344 | +0.1% | 1.18% | -3.8% |
| Q1 2019 | $1,365,219 | +10.6% | 26,305 | +0.6% | 1.23% | +2.4% |
| Q4 2018 | $1,234,892 | – | 26,152 | – | 1.20% | – |
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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% |