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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,556,094 | -8.9% | 29,075 | -4.5% | 0.31% | -5.5% |
| Q2 2023 | $1,707,636 | -1.1% | 30,450 | -2.7% | 0.33% | -6.5% |
| Q1 2023 | $1,726,969 | -1.4% | 31,280 | -7.6% | 0.35% | -4.3% |
| Q4 2022 | $1,750,722 | +13.2% | 33,850 | +0.2% | 0.37% | +2.8% |
| Q3 2022 | $1,546,000 | -16.7% | 33,780 | -6.0% | 0.36% | -10.7% |
| Q2 2022 | $1,855,000 | -15.0% | 35,955 | -1.6% | 0.40% | -2.2% |
| Q1 2022 | $2,182,000 | -6.6% | 36,539 | -0.5% | 0.41% | -6.6% |
| Q4 2021 | $2,335,000 | +4.9% | 36,739 | +4.4% | 0.44% | -3.3% |
| Q3 2021 | $2,225,000 | +26.3% | 35,174 | +31.1% | 0.46% | +24.0% |
| Q2 2021 | $1,762,000 | +23.8% | 26,829 | +18.2% | 0.37% | +17.3% |
| Q1 2021 | $1,423,000 | +53.0% | 22,694 | +46.8% | 0.31% | +41.6% |
| Q4 2020 | $930,000 | +130.2% | 15,454 | +99.7% | 0.22% | +106.5% |
| Q3 2020 | $404,000 | +16.8% | 7,740 | +9.9% | 0.11% | +12.6% |
| Q2 2020 | $346,000 | +17.3% | 7,040 | 0.0% | 0.10% | 0.0% |
| Q1 2020 | $295,000 | – | 7,040 | – | 0.10% | – |
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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% |