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 | $1,659,067 | +142.5% | 30,999 | +154.1% | 0.05% | +17.1% |
| Q2 2023 | $684,257 | -4.2% | 12,201 | -5.7% | 0.04% | -21.2% |
| Q1 2023 | $714,502 | +13.7% | 12,942 | +6.5% | 0.05% | +6.1% |
| Q4 2022 | $628,222 | +93.3% | 12,147 | +70.8% | 0.05% | +63.3% |
| Q3 2022 | $325,000 | +72.0% | 7,112 | +93.9% | 0.03% | +100.0% |
| Q2 2022 | $189,000 | -13.7% | 3,667 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $219,000 | -12.0% | 3,667 | -6.4% | 0.02% | -11.8% |
| Q4 2021 | $249,000 | -14.1% | 3,919 | -14.4% | 0.02% | -22.7% |
| Q3 2021 | $290,000 | -44.4% | 4,577 | -42.4% | 0.02% | -45.0% |
| Q2 2021 | $522,000 | +122.1% | 7,945 | +112.2% | 0.04% | +100.0% |
| Q1 2021 | $235,000 | -2.1% | 3,744 | -6.0% | 0.02% | -9.1% |
| Q4 2020 | $240,000 | +17.6% | 3,984 | +1.7% | 0.02% | 0.0% |
| Q3 2020 | $204,000 | +6.8% | 3,918 | +1.0% | 0.02% | 0.0% |
| Q2 2020 | $191,000 | +17.2% | 3,881 | 0.0% | 0.02% | -8.3% |
| Q1 2020 | $163,000 | -24.5% | 3,881 | 0.0% | 0.02% | -7.7% |
| Q4 2019 | $216,000 | +8.0% | 3,881 | 0.0% | 0.03% | -3.7% |
| Q3 2019 | $200,000 | -91.3% | 3,881 | -91.0% | 0.03% | -91.1% |
| Q2 2019 | $2,287,000 | +13.7% | 43,350 | +11.8% | 0.30% | +10.1% |
| Q1 2019 | $2,012,000 | +76.5% | 38,773 | +60.6% | 0.28% | +55.6% |
| Q4 2018 | $1,140,000 | +1.5% | 24,147 | +16.1% | 0.18% | +15.6% |
| Q3 2018 | $1,123,000 | +88.4% | 20,798 | +88.9% | 0.15% | +81.2% |
| Q2 2018 | $596,000 | – | 11,011 | – | 0.08% | – |
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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% |