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 | $381,651 | -4.6% | 7,131 | 0.0% | 0.10% | -2.8% |
| Q2 2023 | $399,906 | +1.6% | 7,131 | 0.0% | 0.11% | -1.8% |
| Q1 2023 | $393,703 | +6.7% | 7,131 | 0.0% | 0.11% | +4.8% |
| Q4 2022 | $368,815 | +13.1% | 7,131 | 0.0% | 0.10% | +8.2% |
| Q3 2022 | $326,000 | -29.0% | 7,131 | -19.8% | 0.10% | -21.8% |
| Q2 2022 | $459,000 | -13.7% | 8,897 | 0.0% | 0.12% | 0.0% |
| Q1 2022 | $532,000 | -6.0% | 8,897 | 0.0% | 0.12% | -3.1% |
| Q4 2021 | $566,000 | +14.8% | 8,897 | +14.1% | 0.13% | +4.9% |
| Q3 2021 | $493,000 | -3.7% | 7,797 | 0.0% | 0.12% | -3.2% |
| Q2 2021 | $512,000 | +30.6% | 7,797 | +24.8% | 0.13% | +21.2% |
| Q1 2021 | $392,000 | +4.3% | 6,247 | 0.0% | 0.10% | -7.1% |
| Q4 2020 | $376,000 | +15.3% | 6,247 | 0.0% | 0.11% | -4.3% |
| Q3 2020 | $326,000 | – | 6,247 | – | 0.12% | – |
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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% |