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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $802,800 | -4.6% | 15,000 | 0.0% | 0.14% | -7.4% |
| Q2 2023 | $841,200 | +1.6% | 15,000 | 0.0% | 0.15% | -6.9% |
| Q1 2023 | $828,150 | -3.7% | 15,000 | -9.8% | 0.16% | -8.1% |
| Q4 2022 | $859,690 | +13.0% | 16,622 | 0.0% | 0.17% | +6.8% |
| Q3 2022 | $761,000 | -11.3% | 16,622 | 0.0% | 0.16% | -4.7% |
| Q2 2022 | $858,000 | -13.6% | 16,622 | 0.0% | 0.17% | -4.5% |
| Q1 2022 | $993,000 | -6.1% | 16,622 | 0.0% | 0.18% | -5.3% |
| Q4 2021 | $1,057,000 | – | 16,622 | – | 0.19% | – |
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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% |