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 | $830,260 | +23.2% | 15,513 | +29.1% | 0.03% | +23.1% |
| Q2 2023 | $673,791 | +29.6% | 12,014 | +27.6% | 0.03% | +23.8% |
| Q1 2023 | $519,868 | +3.6% | 9,416 | -2.9% | 0.02% | -16.0% |
| Q4 2022 | $501,745 | +19.7% | 9,701 | +5.9% | 0.02% | +13.6% |
| Q3 2022 | $419,000 | -11.4% | 9,157 | 0.0% | 0.02% | -8.3% |
| Q2 2022 | $473,000 | -20.5% | 9,157 | -8.1% | 0.02% | -4.0% |
| Q1 2022 | $595,000 | -1.3% | 9,964 | +5.0% | 0.02% | -3.8% |
| Q4 2021 | $603,000 | +11960.0% | 9,491 | +9204.9% | 0.03% | +1200.0% |
| Q3 2020 | $5,000 | – | 102 | – | 0.00% | – |
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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% |