VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,535,542 | -4.5% | 28,691 | +0.0% | 0.44% | -2.6% |
| Q2 2023 | $1,608,318 | +1.6% | 28,679 | 0.0% | 0.45% | -2.4% |
| Q1 2023 | $1,583,368 | +106667.9% | 28,679 | 0.0% | 0.46% | +11525.0% |
| Q4 2022 | $1,483 | -99.8% | 28,679 | +63.1% | 0.00% | +100.0% |
| Q3 2022 | $805,000 | +306.6% | 17,589 | +358.2% | 0.00% | – |
| Q2 2022 | $198,000 | -13.5% | 3,839 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $229,000 | -6.1% | 3,839 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $244,000 | +0.8% | 3,839 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $242,000 | +68.1% | 3,839 | +74.6% | 0.00% | – |
| Q2 2021 | $144,000 | +5.1% | 2,199 | 0.0% | 0.00% | – |
| Q1 2021 | $137,000 | +3.8% | 2,199 | 0.0% | 0.00% | – |
| Q4 2020 | $132,000 | +15.8% | 2,199 | 0.0% | 0.00% | – |
| Q3 2020 | $114,000 | +5.6% | 2,199 | 0.0% | 0.00% | – |
| Q2 2020 | $108,000 | +17.4% | 2,199 | 0.0% | 0.00% | – |
| Q1 2020 | $92,000 | – | 2,199 | – | 0.00% | – |
Download | ||||||
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% |