VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 397 filers reported holding VANGUARD STAR FDS in Q3 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,690,000 | -4.6% | 125,000 | 0.0% | 0.44% | +0.7% |
| Q2 2023 | $7,010,000 | +1.6% | 125,000 | 0.0% | 0.44% | -12.8% |
| Q1 2023 | $6,901,250 | +6.7% | 125,000 | 0.0% | 0.50% | +3.1% |
| Q4 2022 | $6,465,000 | +117.3% | 125,000 | +92.3% | 0.49% | +93.6% |
| Q3 2022 | $2,975,000 | -11.3% | 65,000 | 0.0% | 0.25% | +7.7% |
| Q2 2022 | $3,355,000 | -15.0% | 65,000 | 0.0% | 0.23% | -7.5% |
| Q1 2022 | $3,946,000 | -4.5% | 65,000 | 0.0% | 0.25% | -0.8% |
| Q4 2021 | $4,132,000 | +641.8% | 65,000 | +550.0% | 0.25% | +379.2% |
| Q4 2019 | $557,000 | +7.7% | 10,000 | 0.0% | 0.05% | -8.6% |
| Q3 2019 | $517,000 | -72.0% | 10,000 | -71.4% | 0.06% | -68.8% |
| Q2 2019 | $1,846,000 | -11.1% | 35,000 | -12.5% | 0.19% | -23.8% |
| Q1 2019 | $2,076,000 | -20.1% | 40,000 | -27.3% | 0.24% | -28.0% |
| Q4 2018 | $2,597,000 | +92.4% | 55,000 | +120.0% | 0.34% | +132.2% |
| Q3 2018 | $1,350,000 | – | 25,000 | – | 0.15% | – |
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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% |