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 | $11,740,900 | +26.3% | 219,374 | +32.3% | 0.13% | +23.6% |
| Q2 2023 | $9,297,919 | +2.3% | 165,797 | +0.8% | 0.11% | -4.5% |
| Q1 2023 | $9,084,866 | +11.9% | 164,551 | +4.9% | 0.11% | +2.8% |
| Q4 2022 | $8,115,796 | +13.8% | 156,918 | +0.7% | 0.11% | -1.8% |
| Q3 2022 | $7,133,000 | -11.0% | 155,849 | +0.3% | 0.11% | -9.1% |
| Q2 2022 | $8,018,000 | -9.4% | 155,354 | +4.9% | 0.12% | -0.8% |
| Q1 2022 | $8,848,000 | +10.2% | 148,085 | +17.3% | 0.12% | +0.8% |
| Q4 2021 | $8,027,000 | +7.3% | 126,281 | +6.7% | 0.12% | -3.2% |
| Q3 2021 | $7,484,000 | +34.6% | 118,373 | +39.9% | 0.12% | +23.8% |
| Q2 2021 | $5,561,000 | +22.1% | 84,633 | +16.4% | 0.10% | +3.1% |
| Q1 2021 | $4,554,000 | -0.2% | 72,681 | -4.3% | 0.10% | -10.1% |
| Q4 2020 | $4,564,000 | -22.0% | 75,951 | -32.3% | 0.11% | +16.0% |
| Q3 2020 | $5,852,000 | +328.4% | 112,127 | +303.2% | 0.09% | +141.0% |
| Q2 2020 | $1,366,000 | +17.6% | 27,811 | +0.4% | 0.04% | +11.4% |
| Q1 2020 | $1,162,000 | -1.9% | 27,693 | +29.9% | 0.04% | +29.6% |
| Q4 2019 | $1,185,000 | +70.5% | 21,313 | +59.1% | 0.03% | -3.6% |
| Q3 2019 | $695,000 | +6.4% | 13,398 | +8.2% | 0.03% | -3.4% |
| Q2 2019 | $653,000 | +29.6% | 12,386 | +27.5% | 0.03% | +7.4% |
| Q1 2019 | $504,000 | -10.2% | 9,718 | -18.3% | 0.03% | -71.3% |
| Q4 2018 | $561,000 | – | 11,892 | – | 0.09% | – |
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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% |