VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 435 filers reported holding VANGUARD STAR FDS in Q2 2019. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,945,500 | -19.3% | 73,720 | -15.5% | 0.44% | -17.1% |
| Q2 2023 | $4,889,760 | +1.4% | 87,193 | -0.1% | 0.53% | -3.8% |
| Q1 2023 | $4,820,676 | +6.7% | 87,315 | -0.0% | 0.55% | -6.9% |
| Q4 2022 | $4,517,348 | +16.0% | 87,342 | +2.7% | 0.59% | +5.7% |
| Q3 2022 | $3,893,000 | -11.4% | 85,051 | -0.1% | 0.56% | -6.8% |
| Q2 2022 | $4,393,000 | -9.1% | 85,110 | +12.0% | 0.60% | +14.9% |
| Q4 2021 | $4,831,000 | +3.0% | 75,998 | +2.5% | 0.52% | -18.4% |
| Q3 2021 | $4,689,000 | +97.8% | 74,127 | +64.9% | 0.64% | +0.9% |
| Q2 2019 | $2,371,000 | +45.7% | 44,964 | +49.9% | 0.64% | +13.3% |
| Q3 2018 | $1,627,000 | +0.9% | 29,999 | +5.7% | 0.56% | -8.0% |
| Q4 2017 | $1,612,000 | +6.4% | 28,382 | +2.5% | 0.61% | +3.9% |
| Q3 2017 | $1,515,000 | +8.5% | 27,691 | +3.0% | 0.59% | +7.9% |
| Q2 2017 | $1,396,000 | +19.5% | 26,876 | +14.3% | 0.54% | +13.8% |
| Q1 2017 | $1,168,000 | +20.4% | 23,512 | +11.1% | 0.48% | -4.8% |
| Q4 2016 | $970,000 | +200.3% | 21,157 | +209.1% | 0.50% | +141.8% |
| Q3 2016 | $323,000 | +39.8% | 6,844 | +31.3% | 0.21% | +18.9% |
| Q2 2016 | $231,000 | – | 5,213 | – | 0.18% | – |
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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% |