VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,163,418 | +0.5% | 21,738 | +5.3% | 0.09% | +4.5% |
| Q2 2023 | $1,157,548 | +1.9% | 20,641 | +0.3% | 0.09% | -3.3% |
| Q1 2023 | $1,136,167 | +187.2% | 20,579 | +169.0% | 0.09% | +175.8% |
| Q4 2022 | $395,606 | +0.9% | 7,649 | -10.7% | 0.03% | -5.7% |
| Q3 2022 | $392,000 | -11.3% | 8,566 | 0.0% | 0.04% | -12.5% |
| Q2 2022 | $442,000 | -13.7% | 8,566 | 0.0% | 0.04% | +2.6% |
| Q1 2022 | $512,000 | -3.4% | 8,566 | +2.8% | 0.04% | +2.6% |
| Q4 2021 | $530,000 | +0.6% | 8,331 | 0.0% | 0.04% | -7.3% |
| Q3 2021 | $527,000 | +134.2% | 8,331 | +106.2% | 0.04% | +78.3% |
| Q4 2019 | $225,000 | +8.2% | 4,041 | +0.1% | 0.02% | 0.0% |
| Q3 2019 | $208,000 | -13.7% | 4,036 | -11.8% | 0.02% | -11.5% |
| Q2 2019 | $241,000 | +1.7% | 4,576 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $237,000 | +9.7% | 4,576 | 0.0% | 0.03% | -3.7% |
| Q4 2018 | $216,000 | -63.7% | 4,576 | -58.5% | 0.03% | -57.1% |
| Q3 2018 | $595,000 | +0.7% | 11,026 | +0.9% | 0.06% | -6.0% |
| Q2 2018 | $591,000 | -19.5% | 10,926 | -15.9% | 0.07% | -21.2% |
| Q1 2018 | $734,000 | +3.5% | 12,985 | +4.0% | 0.08% | +7.6% |
| Q4 2017 | $709,000 | +544.5% | 12,485 | +474.0% | 0.08% | +426.7% |
| Q1 2015 | $110,000 | – | 2,175 | – | 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% |