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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,537,377 | +1.6% | 27,414 | 0.0% | 0.77% | +7.1% |
| Q1 2023 | $1,513,527 | +102581.6% | 27,414 | -3.8% | 0.72% | -13.9% |
| Q4 2022 | $1,474 | -99.9% | 28,492 | -0.6% | 0.83% | +0.7% |
| Q3 2022 | $1,313,000 | -11.9% | 28,678 | -0.7% | 0.83% | -18.0% |
| Q2 2022 | $1,490,000 | -13.6% | 28,872 | 0.0% | 1.01% | -37.2% |
| Q1 2022 | $1,725,000 | -6.1% | 28,872 | -0.1% | 1.60% | +34.0% |
| Q4 2021 | $1,837,000 | -2.5% | 28,892 | -3.0% | 1.20% | -14.4% |
| Q3 2021 | $1,885,000 | -14.7% | 29,792 | -11.5% | 1.40% | -3.6% |
| Q2 2021 | $2,211,000 | +8.0% | 33,658 | +3.0% | 1.45% | -9.4% |
| Q1 2021 | $2,048,000 | +4.2% | 32,663 | 0.0% | 1.60% | -2.2% |
| Q4 2020 | $1,965,000 | +13.6% | 32,663 | -1.4% | 1.64% | -2.3% |
| Q3 2020 | $1,729,000 | – | 33,142 | – | 1.68% | – |
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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% |