VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $210,202 | -8.1% | 3,748 | -9.5% | 0.08% | -10.6% |
| Q1 2023 | $228,694 | +5.6% | 4,142 | -1.1% | 0.08% | +4.9% |
| Q4 2022 | $216,500 | +7.7% | 4,186 | -4.6% | 0.08% | +35.0% |
| Q3 2022 | $201,000 | -19.0% | 4,389 | -8.6% | 0.06% | -9.1% |
| Q2 2022 | $248,000 | -14.2% | 4,804 | -0.8% | 0.07% | +1.5% |
| Q1 2022 | $289,000 | -27.8% | 4,842 | -23.1% | 0.06% | -11.0% |
| Q4 2021 | $400,000 | -39.6% | 6,297 | -39.8% | 0.07% | -43.8% |
| Q3 2021 | $662,000 | -4.2% | 10,465 | -0.5% | 0.13% | -4.4% |
| Q2 2021 | $691,000 | +6.5% | 10,515 | +1.6% | 0.14% | -4.2% |
| Q1 2021 | $649,000 | +8.9% | 10,349 | +4.5% | 0.14% | -5.3% |
| Q4 2020 | $596,000 | – | 9,907 | – | 0.15% | – |
Download | ||||||
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% |