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 | $328 | -4.4% | 6,114 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $343 | -3.1% | 6,114 | -4.5% | 0.00% | 0.0% |
| Q1 2023 | $354 | -73.3% | 6,404 | -75.0% | 0.00% | -66.7% |
| Q4 2022 | $1,325 | -99.5% | 25,615 | +300.0% | 0.00% | +200.0% |
| Q3 2022 | $293,000 | -11.5% | 6,404 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $331,000 | +10.7% | 6,404 | +28.0% | 0.00% | 0.0% |
| Q1 2022 | $299,000 | -6.0% | 5,004 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $318,000 | +0.6% | 5,004 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $316,000 | -4.0% | 5,004 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $329,000 | +4.8% | 5,004 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $314,000 | +4.0% | 5,004 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $302,000 | +15.7% | 5,004 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $261,000 | +6.1% | 5,004 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $246,000 | +17.1% | 5,004 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $210,000 | -96.0% | 5,004 | -94.7% | 0.00% | -94.1% |
| Q4 2019 | $5,217,000 | -6.1% | 93,679 | -12.8% | 0.02% | -15.0% |
| Q3 2019 | $5,553,000 | -16.4% | 107,479 | -14.6% | 0.02% | -9.1% |
| Q2 2019 | $6,640,000 | +1.4% | 125,874 | -0.2% | 0.02% | -12.0% |
| Q1 2019 | $6,546,000 | +8.5% | 126,134 | -1.3% | 0.02% | -3.8% |
| Q4 2018 | $6,035,000 | +19367.7% | 127,808 | +22166.2% | 0.03% | – |
| Q3 2018 | $31,000 | 0.0% | 574 | 0.0% | 0.00% | – |
| Q2 2018 | $31,000 | -3.1% | 574 | 0.0% | 0.00% | – |
| Q1 2018 | $32,000 | -3.0% | 574 | 0.0% | 0.00% | – |
| Q4 2017 | $33,000 | – | 574 | – | 0.00% | – |
| Q3 2017 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2015 | $456,000 | – | 10,295 | – | 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% |