VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 214 filers reported holding VANGUARD STAR FDS in Q3 2016. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,511,480 | +3.3% | 46,926 | +8.3% | 0.05% | +6.1% |
| Q2 2023 | $2,430,171 | +5.0% | 43,334 | +3.4% | 0.05% | 0.0% |
| Q1 2023 | $2,313,851 | +34.4% | 41,910 | +25.9% | 0.05% | +25.6% |
| Q4 2022 | $1,721,190 | +2.9% | 33,279 | -8.9% | 0.04% | 0.0% |
| Q3 2022 | $1,672,000 | -10.3% | 36,537 | +1.1% | 0.04% | -2.5% |
| Q2 2022 | $1,865,000 | -15.4% | 36,139 | -2.1% | 0.04% | 0.0% |
| Q1 2022 | $2,204,000 | +3.0% | 36,899 | +9.6% | 0.04% | +8.1% |
| Q4 2021 | $2,140,000 | +4.1% | 33,663 | +3.6% | 0.04% | -2.6% |
| Q3 2021 | $2,055,000 | -1.3% | 32,484 | +2.5% | 0.04% | +2.7% |
| Q2 2021 | $2,082,000 | +13.0% | 31,694 | +7.9% | 0.04% | 0.0% |
| Q1 2021 | $1,842,000 | +56.9% | 29,377 | +50.5% | 0.04% | +48.0% |
| Q4 2020 | $1,174,000 | +22.3% | 19,515 | +6.0% | 0.02% | +4.2% |
| Q3 2020 | $960,000 | -15.6% | 18,402 | -20.4% | 0.02% | -17.2% |
| Q2 2020 | $1,137,000 | +23.5% | 23,131 | +5.4% | 0.03% | +3.6% |
| Q1 2020 | $921,000 | -12.9% | 21,955 | +15.7% | 0.03% | +7.7% |
| Q4 2019 | $1,057,000 | +26.6% | 18,973 | +17.3% | 0.03% | +13.0% |
| Q3 2019 | $835,000 | +78.8% | 16,168 | +82.9% | 0.02% | +76.9% |
| Q2 2019 | $467,000 | -35.6% | 8,840 | -36.7% | 0.01% | -31.6% |
| Q1 2019 | $725,000 | +7.6% | 13,970 | -2.2% | 0.02% | -9.5% |
| Q4 2018 | $674,000 | -3.4% | 14,280 | +10.5% | 0.02% | +16.7% |
| Q3 2018 | $698,000 | -25.0% | 12,927 | -24.9% | 0.02% | -28.0% |
| Q2 2018 | $931,000 | +0.9% | 17,220 | +5.5% | 0.02% | +4.2% |
| Q1 2018 | $923,000 | +30.6% | 16,317 | +31.0% | 0.02% | +33.3% |
| Q4 2017 | $707,000 | +21.9% | 12,454 | +17.5% | 0.02% | +12.5% |
| Q3 2017 | $580,000 | +79.0% | 10,596 | +70.1% | 0.02% | +77.8% |
| Q2 2017 | $324,000 | -36.8% | 6,230 | -39.7% | 0.01% | -40.0% |
| Q1 2017 | $513,000 | +156.5% | 10,330 | +144.5% | 0.02% | +150.0% |
| Q3 2016 | $200,000 | – | 4,225 | – | 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% |