VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 943 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $708,123 | -24.1% | 13,231 | -20.5% | 0.05% | -21.5% |
| Q2 2023 | $932,947 | +10.0% | 16,636 | +8.3% | 0.06% | +3.2% |
| Q1 2023 | $847,915 | +4.7% | 15,358 | -1.9% | 0.06% | 0.0% |
| Q4 2022 | $809,883 | +42.1% | 15,659 | +25.6% | 0.06% | +34.0% |
| Q3 2022 | $570,000 | -12.7% | 12,464 | -1.5% | 0.05% | -9.6% |
| Q2 2022 | $653,000 | -19.3% | 12,659 | -6.6% | 0.05% | -3.7% |
| Q1 2022 | $809,000 | +9.9% | 13,549 | +17.0% | 0.05% | +12.5% |
| Q4 2021 | $736,000 | +33.8% | 11,581 | +33.1% | 0.05% | +29.7% |
| Q3 2021 | $550,000 | +3.6% | 8,701 | +7.6% | 0.04% | -2.6% |
| Q2 2021 | $531,000 | +15.2% | 8,089 | +10.1% | 0.04% | +5.6% |
| Q1 2021 | $461,000 | -3.6% | 7,346 | -7.5% | 0.04% | -7.7% |
| Q4 2020 | $478,000 | +24.5% | 7,941 | +7.8% | 0.04% | 0.0% |
| Q3 2020 | $384,000 | +6.1% | 7,368 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $362,000 | – | 7,368 | – | 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% |