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 | $775,943 | -47.8% | 14,498 | -45.3% | 0.02% | -44.8% |
| Q2 2023 | $1,485,923 | +233.0% | 26,496 | +227.8% | 0.03% | +222.2% |
| Q1 2023 | $446,250 | +8.5% | 8,083 | +1.6% | 0.01% | 0.0% |
| Q4 2022 | $411,377 | -81.5% | 7,954 | -83.6% | 0.01% | -83.6% |
| Q3 2022 | $2,222,000 | -12.6% | 48,558 | -1.4% | 0.06% | -8.3% |
| Q2 2022 | $2,543,000 | -15.8% | 49,270 | -2.5% | 0.06% | -3.2% |
| Q1 2022 | $3,019,000 | +3.0% | 50,546 | +9.6% | 0.06% | +5.1% |
| Q4 2021 | $2,931,000 | -0.8% | 46,100 | -1.3% | 0.06% | -9.2% |
| Q3 2021 | $2,954,000 | +6.7% | 46,695 | +10.8% | 0.06% | +10.2% |
| Q2 2021 | $2,769,000 | +1.5% | 42,153 | -3.1% | 0.06% | -11.9% |
| Q1 2021 | $2,729,000 | +13.3% | 43,511 | +8.7% | 0.07% | +4.7% |
| Q4 2020 | $2,408,000 | +40.7% | 40,042 | +22.1% | 0.06% | +25.5% |
| Q3 2020 | $1,711,000 | +29.2% | 32,804 | +21.8% | 0.05% | +21.4% |
| Q2 2020 | $1,324,000 | +64.3% | 26,941 | +40.3% | 0.04% | +40.0% |
| Q1 2020 | $806,000 | -15.3% | 19,198 | +12.3% | 0.03% | -3.2% |
| Q4 2019 | $952,000 | +52.1% | 17,089 | +41.1% | 0.03% | +34.8% |
| Q3 2019 | $626,000 | +19.9% | 12,107 | +22.3% | 0.02% | +15.0% |
| Q2 2019 | $522,000 | +26.1% | 9,898 | +24.2% | 0.02% | +17.6% |
| Q1 2019 | $414,000 | +6.7% | 7,970 | -3.2% | 0.02% | -5.6% |
| Q4 2018 | $388,000 | -43.3% | 8,231 | -35.0% | 0.02% | -21.7% |
| Q3 2018 | $684,000 | +24.1% | 12,671 | +24.4% | 0.02% | +15.0% |
| Q2 2018 | $551,000 | +36.7% | 10,185 | +42.6% | 0.02% | +33.3% |
| Q1 2018 | $403,000 | -40.4% | 7,141 | -40.0% | 0.02% | -28.6% |
| Q4 2017 | $676,000 | +144.9% | 11,898 | +135.7% | 0.02% | +75.0% |
| Q3 2017 | $276,000 | – | 5,049 | – | 0.01% | – |
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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% |