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 | $18,357 | -4.6% | 343 | 0.0% | 0.00% | – |
| Q2 2023 | $19,235 | +0.4% | 343 | -1.2% | 0.00% | -100.0% |
| Q1 2023 | $19,158 | -61.0% | 347 | -63.5% | 0.00% | -50.0% |
| Q4 2022 | $49,134 | +48.9% | 950 | +32.5% | 0.00% | +100.0% |
| Q3 2022 | $33,000 | -44.1% | 717 | -37.1% | 0.00% | -50.0% |
| Q2 2022 | $59,000 | -67.0% | 1,139 | -61.9% | 0.00% | -60.0% |
| Q1 2022 | $179,000 | +3480.0% | 2,993 | +3017.7% | 0.01% | – |
| Q3 2019 | $5,000 | 0.0% | 96 | +1.1% | 0.00% | – |
| Q2 2019 | $5,000 | -83.9% | 95 | -84.2% | 0.00% | -100.0% |
| Q1 2019 | $31,000 | +10.7% | 602 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $28,000 | -82.9% | 602 | -80.2% | 0.00% | -75.0% |
| Q3 2018 | $164,000 | +290.5% | 3,036 | +287.7% | 0.01% | +300.0% |
| Q2 2018 | $42,000 | -66.7% | 783 | -64.9% | 0.00% | -71.4% |
| Q1 2018 | $126,000 | +13.5% | 2,231 | +14.4% | 0.01% | +16.7% |
| Q4 2017 | $111,000 | +1287.5% | 1,951 | +1119.4% | 0.01% | +500.0% |
| Q3 2014 | $8,000 | +60.0% | 160 | +60.0% | 0.00% | 0.0% |
| Q1 2014 | $5,000 | – | 100 | – | 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% |