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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $7 | -99.9% | 135 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | -14.3% | 135 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -12.5% | 135 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | -11.1% | 135 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $9,000 | -85.7% | 135 | -91.0% | 0.00% | -90.0% |
| Q1 2020 | $63,000 | -25.0% | 1,500 | 0.0% | 0.01% | -9.1% |
| Q4 2019 | $84,000 | +9.1% | 1,500 | 0.0% | 0.01% | +10.0% |
| Q3 2019 | $77,000 | -2.5% | 1,500 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $79,000 | +1.3% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $78,000 | +9.9% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $71,000 | -12.3% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $81,000 | -8.0% | 1,500 | -7.5% | 0.01% | -15.4% |
| Q2 2018 | $88,000 | -4.3% | 1,622 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $92,000 | 0.0% | 1,622 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $92,000 | +3.4% | 1,622 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $89,000 | +6.0% | 1,622 | 0.0% | 0.01% | +8.3% |
| Q2 2017 | $84,000 | -3.4% | 1,622 | -7.0% | 0.01% | -7.7% |
| Q1 2017 | $87,000 | +8.8% | 1,744 | 0.0% | 0.01% | +8.3% |
| Q4 2016 | $80,000 | – | 1,744 | – | 0.01% | – |
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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% |