VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,738 | -4.1% | 1,060 | +0.6% | 0.01% | 0.0% |
| Q2 2023 | $59,137 | +4.2% | 1,054 | +2.6% | 0.01% | 0.0% |
| Q1 2023 | $56,755 | +138326.8% | 1,027 | +30.3% | 0.01% | +25.0% |
| Q4 2022 | $41 | -99.9% | 788 | +1.2% | 0.00% | 0.0% |
| Q3 2022 | $36,000 | -5.3% | 779 | +6.4% | 0.00% | 0.0% |
| Q2 2022 | $38,000 | -11.6% | 732 | +1.1% | 0.00% | 0.0% |
| Q1 2022 | $43,000 | -6.5% | 724 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $46,000 | +2.2% | 723 | +1.5% | 0.00% | 0.0% |
| Q3 2021 | $45,000 | -4.3% | 712 | +0.6% | 0.00% | -20.0% |
| Q2 2021 | $47,000 | -16.1% | 708 | -21.2% | 0.01% | -16.7% |
| Q1 2021 | $56,000 | +3.7% | 899 | +0.3% | 0.01% | 0.0% |
| Q4 2020 | $54,000 | +980.0% | 896 | +929.9% | 0.01% | +500.0% |
| Q2 2017 | $5,000 | – | 87 | – | 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% |