VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,477,623 | -4.3% | 64,978 | +0.3% | 0.36% | -2.2% |
| Q2 2023 | $3,633,928 | +1.9% | 64,799 | +0.3% | 0.37% | -2.9% |
| Q1 2023 | $3,567,781 | +111254.0% | 64,622 | +4.3% | 0.38% | +5.2% |
| Q4 2022 | $3,204 | -99.9% | 61,946 | +0.4% | 0.36% | +1.1% |
| Q3 2022 | $2,824,000 | -11.3% | 61,694 | 0.0% | 0.36% | -12.2% |
| Q2 2022 | $3,184,000 | +24.4% | 61,694 | +44.0% | 0.41% | +38.2% |
| Q1 2022 | $2,560,000 | -4.0% | 42,851 | +2.1% | 0.30% | +14.7% |
| Q4 2021 | $2,668,000 | +0.5% | 41,962 | 0.0% | 0.26% | -16.8% |
| Q3 2021 | $2,655,000 | -6.1% | 41,962 | -2.5% | 0.31% | -7.5% |
| Q2 2021 | $2,827,000 | +7.7% | 43,044 | +2.8% | 0.34% | +3.7% |
| Q1 2021 | $2,625,000 | +17.8% | 41,867 | +13.0% | 0.32% | +11.0% |
| Q4 2020 | $2,229,000 | +15.3% | 37,048 | 0.0% | 0.29% | +1.7% |
| Q3 2020 | $1,933,000 | +0.7% | 37,048 | -5.1% | 0.29% | -6.2% |
| Q2 2020 | $1,920,000 | +17.2% | 39,048 | 0.0% | 0.30% | -2.9% |
| Q1 2020 | $1,638,000 | -18.6% | 39,048 | +8.0% | 0.31% | +9.8% |
| Q4 2019 | $2,013,000 | +7.8% | 36,143 | 0.0% | 0.29% | -6.5% |
| Q3 2019 | $1,867,000 | -2.1% | 36,143 | 0.0% | 0.31% | -1.3% |
| Q2 2019 | $1,907,000 | -1.3% | 36,143 | -2.9% | 0.31% | +0.6% |
| Q1 2019 | $1,932,000 | +20.1% | 37,220 | +9.2% | 0.31% | +46.0% |
| Q4 2018 | $1,609,000 | -11.0% | 34,083 | +1.9% | 0.21% | -21.3% |
| Q3 2018 | $1,807,000 | -17.9% | 33,458 | -17.8% | 0.27% | -12.7% |
| Q2 2018 | $2,202,000 | -4.3% | 40,706 | 0.0% | 0.31% | -7.0% |
| Q1 2018 | $2,302,000 | +22.4% | 40,706 | +22.9% | 0.33% | +20.0% |
| Q4 2017 | $1,881,000 | +5.2% | 33,108 | +1.3% | 0.28% | -3.2% |
| Q3 2017 | $1,788,000 | +5.3% | 32,677 | 0.0% | 0.28% | -22.0% |
| Q2 2017 | $1,698,000 | +4.6% | 32,677 | -0.1% | 0.36% | +3.7% |
| Q1 2017 | $1,624,000 | +15.3% | 32,697 | +6.5% | 0.35% | +10.4% |
| Q4 2016 | $1,409,000 | -1.3% | 30,708 | +1.6% | 0.32% | -7.3% |
| Q3 2016 | $1,428,000 | +6.2% | 30,238 | 0.0% | 0.34% | -1.4% |
| Q2 2016 | $1,345,000 | -2.9% | 30,238 | -1.9% | 0.35% | -2.8% |
| Q1 2016 | $1,385,000 | +1.2% | 30,829 | +1.6% | 0.36% | +20.1% |
| Q4 2015 | $1,368,000 | +11.5% | 30,335 | +9.6% | 0.30% | -8.6% |
| Q3 2015 | $1,227,000 | -11.9% | 27,683 | 0.0% | 0.33% | -4.1% |
| Q2 2015 | $1,393,000 | 0.0% | 27,683 | +0.1% | 0.34% | +1.2% |
| Q1 2015 | $1,393,000 | +18.7% | 27,661 | +13.9% | 0.34% | +9.8% |
| Q4 2014 | $1,174,000 | +0.4% | 24,280 | +5.9% | 0.31% | -16.6% |
| Q3 2014 | $1,169,000 | -6.1% | 22,931 | 0.0% | 0.37% | +45.1% |
| Q2 2014 | $1,245,000 | +13.8% | 22,931 | +9.5% | 0.25% | +9.5% |
| Q1 2014 | $1,094,000 | +55.8% | 20,951 | +5624.3% | 0.23% | -81.9% |
| Q4 2013 | $702,000 | +7.3% | 366 | -97.2% | 1.27% | +649.4% |
| Q3 2013 | $654,000 | – | 13,043 | – | 0.17% | – |
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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% |