VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,104,487 | -4.6% | 20,637 | 0.0% | 0.52% | +0.2% |
| Q2 2023 | $1,157,314 | -7.4% | 20,637 | -8.8% | 0.52% | -11.1% |
| Q1 2023 | $1,249,556 | +12.4% | 22,637 | +5.3% | 0.58% | +12.3% |
| Q4 2022 | $1,112,127 | +19.1% | 21,503 | +5.3% | 0.52% | +7.9% |
| Q3 2022 | $934,000 | -8.8% | 20,415 | +2.9% | 0.48% | -0.6% |
| Q2 2022 | $1,024,000 | -10.3% | 19,849 | +3.8% | 0.48% | -1.8% |
| Q1 2022 | $1,142,000 | +133.1% | 19,116 | +147.6% | 0.49% | +158.6% |
| Q4 2021 | $490,000 | +2.9% | 7,719 | +2.7% | 0.19% | -5.0% |
| Q3 2021 | $476,000 | +9.4% | 7,519 | +13.5% | 0.20% | +10.4% |
| Q2 2021 | $435,000 | +27.9% | 6,625 | +22.1% | 0.18% | +23.0% |
| Q1 2021 | $340,000 | +250.5% | 5,425 | +202.2% | 0.15% | +202.0% |
| Q3 2018 | $97,000 | – | 1,795 | – | 0.05% | – |
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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% |