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 | $3,371,698 | +7.8% | 60,123 | +6.2% | 0.05% | +2.0% |
| Q1 2023 | $3,126,377 | +6.7% | 56,627 | 0.0% | 0.05% | +2.0% |
| Q4 2022 | $2,928,748 | +356.2% | 56,627 | +303.5% | 0.05% | +316.7% |
| Q3 2022 | $642,000 | +33.8% | 14,033 | +51.0% | 0.01% | +33.3% |
| Q2 2022 | $480,000 | -19.3% | 9,295 | -6.7% | 0.01% | 0.0% |
| Q1 2022 | $595,000 | +35.2% | 9,958 | +43.8% | 0.01% | +28.6% |
| Q4 2021 | $440,000 | +0.5% | 6,927 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $438,000 | +1.9% | 6,927 | +5.9% | 0.01% | 0.0% |
| Q2 2021 | $430,000 | +6.2% | 6,542 | +1.2% | 0.01% | 0.0% |
| Q1 2021 | $405,000 | +4.1% | 6,462 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $389,000 | +52.0% | 6,462 | +31.8% | 0.01% | +40.0% |
| Q3 2020 | $256,000 | +6.2% | 4,902 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $241,000 | +17.0% | 4,902 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $206,000 | -48.0% | 4,902 | -37.7% | 0.01% | -37.5% |
| Q1 2015 | $396,000 | +23.0% | 7,869 | +18.1% | 0.01% | +14.3% |
| Q4 2014 | $322,000 | +52.6% | 6,665 | +71.2% | 0.01% | +75.0% |
| Q2 2014 | $211,000 | +3.9% | 3,893 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $203,000 | -5.1% | 3,893 | -4.9% | 0.00% | -20.0% |
| Q4 2013 | $214,000 | +4.4% | 4,093 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $205,000 | – | 4,093 | – | 0.01% | – |
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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% |