VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $520,750 | -4.7% | 9,730 | -0.1% | 0.33% | +1.6% |
| Q2 2023 | $546,219 | -0.3% | 9,740 | 0.0% | 0.32% | +0.6% |
| Q1 2023 | $547,875 | +8.3% | 9,740 | -0.5% | 0.32% | +4.9% |
| Q4 2022 | $506,080 | +8.8% | 9,785 | -3.7% | 0.30% | -0.7% |
| Q3 2022 | $465,000 | -16.2% | 10,160 | -5.5% | 0.31% | -10.2% |
| Q2 2022 | $555,000 | -16.3% | 10,746 | -3.2% | 0.34% | -6.3% |
| Q1 2022 | $663,000 | -3.2% | 11,096 | +0.2% | 0.36% | -5.2% |
| Q4 2021 | $685,000 | -3.4% | 11,076 | -1.2% | 0.38% | -3.5% |
| Q3 2021 | $709,000 | -2.5% | 11,211 | +1.4% | 0.40% | -0.2% |
| Q2 2021 | $727,000 | +20.4% | 11,051 | +16.3% | 0.40% | +14.3% |
| Q1 2021 | $604,000 | +70.1% | 9,505 | +71.6% | 0.35% | +54.2% |
| Q4 2020 | $355,000 | – | 5,540 | – | 0.23% | – |
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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% |