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 | $319,301 | -4.6% | 5,966 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $334,574 | +1.6% | 5,966 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $329,383 | -33.3% | 5,966 | -37.6% | 0.01% | -46.2% |
| Q2 2022 | $494,000 | -13.5% | 9,565 | 0.0% | 0.03% | -7.1% |
| Q1 2022 | $571,000 | -8.1% | 9,565 | -2.0% | 0.03% | -9.7% |
| Q4 2021 | $621,000 | -34.5% | 9,765 | -34.8% | 0.03% | -42.6% |
| Q3 2021 | $948,000 | +107.9% | 14,988 | +116.0% | 0.05% | +92.9% |
| Q2 2021 | $456,000 | -13.8% | 6,938 | -17.8% | 0.03% | -33.3% |
| Q1 2021 | $529,000 | – | 8,438 | – | 0.04% | – |
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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% |