VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,932,128 | -3.5% | 54,786 | +1.1% | 0.04% | -2.2% |
| Q2 2023 | $3,038,806 | +9.3% | 54,187 | +7.6% | 0.04% | +2.3% |
| Q1 2023 | $2,780,985 | -2.6% | 50,371 | -8.8% | 0.04% | -8.3% |
| Q4 2022 | $2,855,285 | +19.9% | 55,207 | +6.1% | 0.05% | +6.7% |
| Q3 2022 | $2,382,000 | -19.2% | 52,034 | -8.9% | 0.04% | -19.6% |
| Q2 2022 | $2,948,000 | +1.7% | 57,126 | +17.7% | 0.06% | +14.3% |
| Q1 2022 | $2,899,000 | -2.8% | 48,522 | +3.4% | 0.05% | +2.1% |
| Q4 2021 | $2,982,000 | +36.6% | 46,914 | +36.0% | 0.05% | +14.3% |
| Q3 2021 | $2,183,000 | +1.1% | 34,503 | +5.0% | 0.04% | -2.3% |
| Q2 2021 | $2,159,000 | +4.2% | 32,872 | -0.5% | 0.04% | -6.5% |
| Q1 2021 | $2,072,000 | +0.7% | 33,044 | -3.4% | 0.05% | -9.8% |
| Q4 2020 | $2,057,000 | – | 34,190 | – | 0.05% | – |
Download | ||||||
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% |