VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $29,603,000 | +2.7% | 465,022 | +2.2% | 2.33% | -5.7% |
| Q3 2021 | $28,821,000 | -0.5% | 455,226 | +4.0% | 2.48% | -2.0% |
| Q2 2021 | $28,955,000 | +12.0% | 437,908 | +6.2% | 2.52% | +4.0% |
| Q1 2021 | $25,861,000 | +7.4% | 412,331 | +3.7% | 2.43% | -1.4% |
| Q4 2020 | $24,077,000 | +18.4% | 397,645 | +2.0% | 2.46% | +6.3% |
| Q3 2020 | $20,331,000 | +38.6% | 389,702 | +12.1% | 2.32% | +15.3% |
| Q1 2020 | $14,666,000 | – | 347,702 | – | 2.01% | – |
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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% |