VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222 | -2.2% | 4,154 | +2.7% | 0.01% | 0.0% |
| Q2 2023 | $227 | +65.7% | 4,044 | +62.9% | 0.01% | +50.0% |
| Q1 2023 | $137 | +7.0% | 2,483 | +0.4% | 0.01% | 0.0% |
| Q4 2022 | $128 | -99.8% | 2,474 | +97.0% | 0.01% | +100.0% |
| Q3 2022 | $57,000 | +96.6% | 1,256 | +119.6% | 0.00% | +200.0% |
| Q2 2022 | $29,000 | -48.2% | 572 | -39.1% | 0.00% | -66.7% |
| Q1 2022 | $56,000 | -45.6% | 940 | -41.9% | 0.00% | -40.0% |
| Q4 2021 | $103,000 | +194.3% | 1,618 | +194.7% | 0.01% | +150.0% |
| Q3 2021 | $35,000 | -2.8% | 549 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $36,000 | +5.9% | 546 | +1.9% | 0.00% | 0.0% |
| Q1 2021 | $34,000 | +9.7% | 536 | +3.3% | 0.00% | 0.0% |
| Q4 2020 | $31,000 | -20.5% | 519 | -35.1% | 0.00% | -33.3% |
| Q2 2020 | $39,000 | +14.7% | 800 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $34,000 | -24.4% | 800 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $45,000 | -40.8% | 800 | -45.8% | 0.00% | -50.0% |
| Q3 2019 | $76,000 | -2.6% | 1,475 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $78,000 | +1.3% | 1,475 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $77,000 | +4.1% | 1,475 | -5.8% | 0.01% | -12.5% |
| Q4 2018 | $74,000 | +54.2% | 1,565 | +75.8% | 0.01% | +60.0% |
| Q3 2018 | $48,000 | 0.0% | 890 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $48,000 | -4.0% | 890 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $50,000 | -2.0% | 890 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $51,000 | +4.1% | 890 | 0.0% | 0.01% | -16.7% |
| Q3 2017 | $49,000 | – | 890 | – | 0.01% | – |
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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% |