VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,719,874 | -6.6% | 723,466 | -2.1% | 12.92% | +3.1% |
| Q2 2023 | $41,448,364 | -0.6% | 739,094 | -2.1% | 12.54% | -3.6% |
| Q1 2023 | $41,698,291 | +2.7% | 755,267 | -3.8% | 13.01% | +1.8% |
| Q4 2022 | $40,593,218 | +19.2% | 784,865 | +5.5% | 12.78% | +14.8% |
| Q3 2022 | $34,052,000 | -11.1% | 743,985 | +0.3% | 11.14% | -10.8% |
| Q2 2022 | $38,290,000 | -11.4% | 741,908 | +2.5% | 12.49% | +2.6% |
| Q1 2022 | $43,221,000 | -3.7% | 723,488 | +2.5% | 12.18% | +6.6% |
| Q4 2021 | $44,867,000 | -0.0% | 705,797 | -0.5% | 11.43% | -8.8% |
| Q3 2021 | $44,888,000 | -3.6% | 709,581 | +0.1% | 12.53% | -2.0% |
| Q2 2021 | $46,574,000 | -1.0% | 709,116 | -5.5% | 12.79% | -3.6% |
| Q1 2021 | $47,049,000 | -1.3% | 750,386 | -5.3% | 13.26% | -4.1% |
| Q4 2020 | $47,655,000 | +10.1% | 792,141 | -4.5% | 13.83% | +1.0% |
| Q3 2020 | $43,266,000 | +2.2% | 829,322 | -3.6% | 13.69% | -1.9% |
| Q2 2020 | $42,318,000 | +26.1% | 860,648 | +7.6% | 13.96% | +4.9% |
| Q1 2020 | $33,552,000 | -16.2% | 799,612 | +3.1% | 13.32% | +3.7% |
| Q3 2019 | $40,057,000 | -2.7% | 775,400 | -0.7% | 12.84% | -1.4% |
| Q2 2019 | $41,170,000 | +2.0% | 780,474 | +0.4% | 13.03% | -1.5% |
| Q1 2019 | $40,363,000 | +13.2% | 777,700 | +3.0% | 13.23% | +0.6% |
| Q4 2018 | $35,669,000 | -11.4% | 755,375 | +1.3% | 13.14% | +7.0% |
| Q3 2018 | $40,274,000 | – | 745,810 | – | 12.28% | – |
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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% |