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 | $32,548,554 | +142920.3% | 608,157 | +48.5% | 0.17% | -4.0% |
| Q4 2022 | $22,758 | -99.9% | 409,461 | +14.9% | 0.18% | +26.4% |
| Q3 2022 | $16,581,000 | -17.0% | 356,433 | -7.5% | 0.14% | -14.6% |
| Q2 2022 | $19,967,000 | -13.1% | 385,463 | -1.6% | 0.16% | -1.8% |
| Q1 2022 | $22,979,000 | -2.1% | 391,673 | +2.0% | 0.17% | -3.5% |
| Q4 2021 | $23,478,000 | -52.1% | 383,996 | -49.3% | 0.17% | -41.4% |
| Q3 2021 | $48,979,000 | +103.1% | 757,339 | +100.6% | 0.30% | +104.9% |
| Q2 2021 | $24,115,000 | -1.6% | 377,621 | +0.3% | 0.14% | -1.4% |
| Q1 2021 | $24,505,000 | +3.6% | 376,311 | -0.1% | 0.15% | -2.7% |
| Q4 2020 | $23,658,000 | +16.9% | 376,726 | -0.1% | 0.15% | +2.0% |
| Q3 2020 | $20,230,000 | -14.7% | 376,925 | -17.0% | 0.15% | -19.7% |
| Q2 2020 | $23,715,000 | +5.1% | 454,305 | -11.5% | 0.18% | -11.6% |
| Q1 2020 | $22,560,000 | -12.5% | 513,305 | +8.9% | 0.21% | +6.2% |
| Q4 2019 | $25,792,000 | -10.3% | 471,517 | -12.9% | 0.20% | -14.1% |
| Q3 2019 | $28,758,000 | +7.9% | 541,077 | +6.9% | 0.23% | +6.1% |
| Q2 2019 | $26,660,000 | +0.6% | 505,961 | +1.4% | 0.21% | -0.5% |
| Q1 2019 | $26,495,000 | +32.7% | 498,777 | +25.3% | 0.22% | +26.5% |
| Q4 2018 | $19,961,000 | +3.6% | 398,165 | +3.1% | 0.17% | +9.7% |
| Q3 2018 | $19,260,000 | +44.5% | 386,366 | +58.5% | 0.16% | +66.7% |
| Q2 2018 | $13,327,000 | +8.1% | 243,774 | +13.6% | 0.09% | +5.7% |
| Q1 2018 | $12,333,000 | +142.8% | 214,522 | +156.7% | 0.09% | +158.8% |
| Q4 2017 | $5,079,000 | +118.5% | 83,559 | +99.8% | 0.03% | +100.0% |
| Q3 2017 | $2,325,000 | +78.0% | 41,823 | +71.0% | 0.02% | +70.0% |
| Q2 2017 | $1,306,000 | +208.0% | 24,457 | +178.9% | 0.01% | +400.0% |
| Q4 2014 | $424,000 | – | 8,770 | – | 0.00% | – |
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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% |