VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,046 | -20.2% | 18,659 | -21.3% | 0.25% | -20.4% |
| Q1 2023 | $1,310 | +6.9% | 23,719 | +0.1% | 0.31% | +1.6% |
| Q4 2022 | $1,225 | -99.9% | 23,688 | +29.9% | 0.30% | +28.3% |
| Q2 2022 | $941,000 | -15.7% | 18,232 | -2.4% | 0.24% | -20.5% |
| Q1 2022 | $1,116,000 | -5.9% | 18,679 | +0.1% | 0.30% | -11.6% |
| Q4 2021 | $1,186,000 | +42.7% | 18,657 | +42.0% | 0.34% | +24.4% |
| Q3 2021 | $831,000 | -3.3% | 13,143 | +0.6% | 0.27% | -6.6% |
| Q2 2021 | $859,000 | +5.7% | 13,071 | +0.8% | 0.29% | -2.7% |
| Q1 2021 | $813,000 | +4.5% | 12,969 | +0.2% | 0.30% | +2.8% |
| Q4 2020 | $778,000 | – | 12,937 | – | 0.29% | – |
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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% |