VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,062,656 | -4.1% | 318,809 | +0.4% | 0.26% | -8.3% |
| Q2 2023 | $17,801,246 | +3.7% | 317,426 | +2.1% | 0.28% | -13.1% |
| Q1 2023 | $17,160,658 | +40.4% | 310,825 | +31.6% | 0.32% | +7.0% |
| Q4 2022 | $12,218,391 | +20.1% | 236,241 | +6.3% | 0.30% | -5.7% |
| Q3 2022 | $10,174,000 | -20.6% | 222,291 | -10.4% | 0.32% | -18.3% |
| Q2 2022 | $12,807,000 | +632.7% | 248,145 | +748.3% | 0.39% | +580.7% |
| Q1 2022 | $1,748,000 | +13.1% | 29,252 | +20.3% | 0.06% | +14.0% |
| Q4 2021 | $1,546,000 | +1.4% | 24,314 | +0.9% | 0.05% | -10.7% |
| Q3 2021 | $1,524,000 | -3.7% | 24,086 | 0.0% | 0.06% | -12.5% |
| Q2 2021 | $1,582,000 | +4.8% | 24,086 | -0.0% | 0.06% | -21.0% |
| Q1 2021 | $1,510,000 | +6.8% | 24,087 | +2.5% | 0.08% | -1.2% |
| Q4 2020 | $1,414,000 | – | 23,502 | – | 0.08% | – |
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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% |