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 | $2,421,512 | -4.9% | 45,245 | -0.3% | 0.80% | -6.5% |
| Q2 2023 | $2,545,471 | +3.6% | 45,390 | +2.0% | 0.85% | -5.8% |
| Q1 2023 | $2,457,397 | +19.4% | 44,510 | +11.9% | 0.90% | +24.0% |
| Q4 2022 | $2,057,939 | -57.7% | 39,790 | -62.5% | 0.73% | -59.8% |
| Q3 2022 | $4,862,000 | -8.6% | 106,216 | +3.1% | 1.82% | -7.4% |
| Q2 2022 | $5,317,000 | -20.1% | 103,016 | -7.5% | 1.96% | -8.8% |
| Q1 2022 | $6,653,000 | -9.7% | 111,365 | -3.9% | 2.15% | -13.6% |
| Q4 2021 | $7,369,000 | -6.2% | 115,920 | -6.7% | 2.49% | -13.9% |
| Q3 2021 | $7,858,000 | – | 124,215 | – | 2.89% | – |
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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% |