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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,853,436 | +114.2% | 445,692 | +124.4% | 2.09% | +129.8% |
| Q2 2023 | $11,138,442 | +678.3% | 198,617 | +666.3% | 0.91% | +689.6% |
| Q1 2023 | $1,431,044 | +2.5% | 25,920 | -4.0% | 0.12% | -0.9% |
| Q4 2022 | $1,396,543 | +49.5% | 27,002 | +32.3% | 0.12% | +38.1% |
| Q3 2022 | $934,000 | -60.8% | 20,414 | -55.7% | 0.08% | -60.4% |
| Q2 2022 | $2,380,000 | -20.2% | 46,121 | -7.7% | 0.21% | 0.0% |
| Q1 2022 | $2,984,000 | +3.2% | 49,958 | +9.9% | 0.21% | +6.5% |
| Q4 2021 | $2,891,000 | -21.9% | 45,476 | -22.3% | 0.20% | -32.5% |
| Q3 2021 | $3,702,000 | +15.3% | 58,521 | +19.7% | 0.30% | +12.6% |
| Q2 2021 | $3,212,000 | +11.1% | 48,899 | +6.1% | 0.26% | -0.4% |
| Q1 2021 | $2,891,000 | +31.2% | 46,101 | +25.8% | 0.26% | +25.2% |
| Q4 2020 | $2,204,000 | +427.3% | 36,632 | +357.6% | 0.21% | +377.3% |
| Q3 2020 | $418,000 | – | 8,005 | – | 0.04% | – |
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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% |