VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,815 | -99.4% | 35,088 | +511.9% | 0.02% | +466.7% |
| Q2 2022 | $296,000 | +17.0% | 5,734 | +35.4% | 0.00% | +50.0% |
| Q1 2022 | $253,000 | -49.4% | 4,235 | -49.0% | 0.00% | -60.0% |
| Q4 2020 | $500,000 | +7.1% | 8,306 | -7.2% | 0.01% | 0.0% |
| Q3 2020 | $467,000 | +90.6% | 8,947 | +103.3% | 0.01% | +66.7% |
| Q4 2019 | $245,000 | +371.2% | 4,400 | +340.0% | 0.00% | +200.0% |
| Q1 2019 | $52,000 | +10.6% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $47,000 | -25.4% | 1,000 | -13.6% | 0.00% | 0.0% |
| Q3 2018 | $63,000 | +23.5% | 1,158 | +23.2% | 0.00% | 0.0% |
| Q2 2018 | $51,000 | -5.6% | 940 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $54,000 | +145.5% | 940 | +141.0% | 0.00% | – |
| Q4 2017 | $22,000 | – | 390 | – | 0.00% | – |
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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% |