VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 347 filers reported holding VANGUARD STAR FDS in Q4 2017. The put-call ratio across all filers is 1.63 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $113 | -5.0% | 2,114 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $119 | 0.0% | 2,114 | 0.0% | 0.02% | -4.8% |
| Q1 2023 | $119 | +3.5% | 2,114 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $115 | -99.9% | 2,114 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $99,000 | -9.2% | 2,114 | 0.0% | 0.02% | -8.7% |
| Q2 2022 | $109,000 | -13.5% | 2,114 | 0.0% | 0.02% | -4.2% |
| Q1 2022 | $126,000 | -6.0% | 2,114 | 0.0% | 0.02% | -4.0% |
| Q4 2021 | $134,000 | 0.0% | 2,114 | 0.0% | 0.02% | +4.2% |
| Q3 2021 | $134,000 | -3.6% | 2,114 | 0.0% | 0.02% | -4.0% |
| Q2 2021 | $139,000 | +4.5% | 2,114 | 0.0% | 0.02% | -3.8% |
| Q1 2021 | $133,000 | +4.7% | 2,114 | 0.0% | 0.03% | -3.7% |
| Q4 2020 | $127,000 | +15.5% | 2,114 | 0.0% | 0.03% | +8.0% |
| Q3 2020 | $110,000 | +5.8% | 2,114 | 0.0% | 0.02% | +4.2% |
| Q2 2020 | $104,000 | +16.9% | 2,114 | 0.0% | 0.02% | -4.0% |
| Q1 2020 | $89,000 | -57.4% | 2,114 | -43.6% | 0.02% | -51.9% |
| Q4 2019 | $209,000 | +1.5% | 3,746 | -5.8% | 0.05% | -7.1% |
| Q3 2019 | $206,000 | -5.9% | 3,978 | -4.4% | 0.06% | -6.7% |
| Q2 2019 | $219,000 | -50.3% | 4,161 | -51.0% | 0.06% | -52.4% |
| Q1 2019 | $441,000 | +10.0% | 8,499 | +0.0% | 0.13% | -3.1% |
| Q4 2018 | $401,000 | -17.1% | 8,496 | -5.3% | 0.13% | -22.6% |
| Q3 2018 | $484,000 | -47.1% | 8,968 | -47.0% | 0.17% | -51.9% |
| Q2 2018 | $915,000 | -28.7% | 16,915 | -25.4% | 0.35% | -26.8% |
| Q1 2018 | $1,283,000 | -0.6% | 22,679 | -0.2% | 0.48% | +6.2% |
| Q4 2017 | $1,291,000 | +47.9% | 22,720 | +42.4% | 0.45% | +50.7% |
| Q3 2017 | $873,000 | +40.4% | 15,952 | +33.3% | 0.30% | +33.6% |
| Q2 2017 | $622,000 | +1843.8% | 11,965 | +1602.0% | 0.22% | +1073.7% |
| Q4 2015 | $32,000 | – | 703 | – | 0.02% | – |
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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% |