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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $371,000 | -85.4% | 5,837 | -88.6% | 0.02% | -93.4% |
| Q1 2017 | $2,546,000 | -30.2% | 51,242 | -35.5% | 0.38% | -34.8% |
| Q4 2016 | $3,645,000 | -82.8% | 79,450 | -81.5% | 0.58% | -67.8% |
| Q3 2016 | $21,152,000 | +212.3% | 429,327 | +181.9% | 1.80% | +57.6% |
| Q2 2016 | $6,774,000 | -8.8% | 152,286 | -7.9% | 1.14% | -10.1% |
| Q1 2016 | $7,426,000 | -9.5% | 165,307 | -9.2% | 1.27% | -12.3% |
| Q4 2015 | $8,208,000 | -29.1% | 181,956 | -30.4% | 1.45% | -35.1% |
| Q3 2015 | $11,582,000 | -18.8% | 261,333 | -7.8% | 2.23% | -10.8% |
| Q2 2015 | $14,259,000 | +10.6% | 283,310 | +10.7% | 2.50% | +8.3% |
| Q1 2015 | $12,890,000 | – | 256,005 | – | 2.31% | – |
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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% |