VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $223,285 | -28.1% | 3,982 | -29.2% | 0.00% | 0.0% |
| Q1 2023 | $310,427 | -98.1% | 5,623 | -95.1% | 0.00% | -97.0% |
| Q4 2022 | $16,529,366 | +6331.7% | 115,916 | +1962.6% | 0.03% | +3200.0% |
| Q3 2022 | $257,000 | -2.3% | 5,620 | +0.0% | 0.00% | 0.0% |
| Q2 2022 | $263,000 | -13.5% | 5,619 | +10.4% | 0.00% | 0.0% |
| Q1 2022 | $304,000 | -6.2% | 5,089 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $324,000 | +25.6% | 5,089 | +24.8% | 0.00% | 0.0% |
| Q3 2021 | $258,000 | -3.7% | 4,079 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $268,000 | 0.0% | 4,079 | -4.7% | 0.00% | 0.0% |
| Q1 2021 | $268,000 | -93.9% | 4,279 | -94.2% | 0.00% | -94.7% |
| Q4 2020 | $4,427,000 | +14.5% | 73,581 | -0.7% | 0.02% | 0.0% |
| Q3 2020 | $3,867,000 | +3.5% | 74,131 | -2.4% | 0.02% | -5.0% |
| Q2 2020 | $3,735,000 | +125.5% | 75,959 | +92.5% | 0.02% | +100.0% |
| Q1 2020 | $1,656,000 | +37.1% | 39,456 | +81.9% | 0.01% | +66.7% |
| Q4 2019 | $1,208,000 | +7.0% | 21,686 | -0.7% | 0.01% | 0.0% |
| Q3 2019 | $1,129,000 | -10.5% | 21,845 | -8.7% | 0.01% | -14.3% |
| Q2 2019 | $1,262,000 | -1.0% | 23,920 | -2.6% | 0.01% | 0.0% |
| Q1 2019 | $1,275,000 | +155.0% | 24,567 | +132.4% | 0.01% | +133.3% |
| Q4 2018 | $500,000 | -61.3% | 10,572 | -55.8% | 0.00% | -50.0% |
| Q3 2018 | $1,292,000 | +182.7% | 23,931 | +182.9% | 0.01% | +200.0% |
| Q2 2018 | $457,000 | -2.4% | 8,458 | +2.2% | 0.00% | -33.3% |
| Q1 2018 | $468,000 | +8.1% | 8,273 | +8.5% | 0.00% | +50.0% |
| Q4 2017 | $433,000 | +1.4% | 7,627 | -2.2% | 0.00% | 0.0% |
| Q3 2017 | $427,000 | +50.9% | 7,802 | +43.5% | 0.00% | 0.0% |
| Q2 2017 | $283,000 | +4.8% | 5,436 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $270,000 | +5.9% | 5,436 | -2.0% | 0.00% | 0.0% |
| Q4 2016 | $255,000 | -0.8% | 5,545 | +2.0% | 0.00% | 0.0% |
| Q3 2016 | $257,000 | +8.4% | 5,436 | +1.9% | 0.00% | 0.0% |
| Q2 2016 | $237,000 | +2.6% | 5,336 | +3.7% | 0.00% | 0.0% |
| Q1 2016 | $231,000 | -10.8% | 5,148 | -10.2% | 0.00% | 0.0% |
| Q4 2015 | $259,000 | -19.3% | 5,732 | -20.8% | 0.00% | 0.0% |
| Q3 2015 | $321,000 | -33.8% | 7,235 | -24.9% | 0.00% | -33.3% |
| Q2 2015 | $485,000 | -0.2% | 9,633 | -0.3% | 0.00% | 0.0% |
| Q1 2015 | $486,000 | +4.3% | 9,659 | +0.3% | 0.00% | 0.0% |
| Q4 2014 | $466,000 | -18.5% | 9,633 | -14.2% | 0.00% | -25.0% |
| Q3 2014 | $572,000 | +2500.0% | 11,223 | +2705.8% | 0.00% | +300.0% |
| Q2 2014 | $22,000 | – | 400 | – | 0.00% | – |
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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% |