VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $730,507 | -14.9% | 13,649 | -10.8% | 0.11% | -6.1% |
| Q2 2023 | $858,053 | +1.2% | 15,301 | -0.4% | 0.12% | +3.6% |
| Q1 2023 | $847,975 | -37.2% | 15,359 | -41.2% | 0.11% | -43.9% |
| Q4 2022 | $1,350,096 | +2900.2% | 26,104 | +2547.5% | 0.20% | +2375.0% |
| Q3 2022 | $45,000 | +32.4% | 986 | +49.8% | 0.01% | +33.3% |
| Q2 2022 | $34,000 | -12.8% | 658 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $39,000 | -29.1% | 658 | -23.3% | 0.01% | -14.3% |
| Q4 2021 | $55,000 | +10.0% | 858 | +7.5% | 0.01% | 0.0% |
| Q3 2021 | $50,000 | -3.8% | 798 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $52,000 | +18.2% | 798 | +14.3% | 0.01% | 0.0% |
| Q1 2021 | $44,000 | +76.0% | 698 | +66.6% | 0.01% | +75.0% |
| Q4 2020 | $25,000 | +92.3% | 419 | +62.4% | 0.00% | +100.0% |
| Q3 2020 | $13,000 | 0.0% | 258 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | +18.2% | 258 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | -90.9% | 258 | -89.7% | 0.00% | -86.7% |
| Q4 2014 | $121,000 | -5.5% | 2,500 | 0.0% | 0.02% | -11.8% |
| Q3 2014 | $128,000 | -5.9% | 2,500 | 0.0% | 0.02% | -5.6% |
| Q2 2014 | $136,000 | +3.8% | 2,500 | 0.0% | 0.02% | -14.3% |
| Q1 2014 | $131,000 | 0.0% | 2,500 | 0.0% | 0.02% | +5.0% |
| Q4 2013 | $131,000 | +4.8% | 2,500 | 0.0% | 0.02% | -4.8% |
| Q3 2013 | $125,000 | +9.6% | 2,500 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $114,000 | – | 2,500 | – | 0.02% | – |
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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% |