VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,410 | -4.6% | 3,838 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $215,235 | +1.6% | 3,838 | 0.0% | 0.01% | -8.3% |
| Q1 2023 | $211,896 | +6.7% | 3,838 | 0.0% | 0.01% | +9.1% |
| Q4 2022 | $198,501 | +12.8% | 3,838 | 0.0% | 0.01% | -15.4% |
| Q3 2022 | $176,000 | -11.1% | 3,838 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $198,000 | -13.5% | 3,838 | 0.0% | 0.01% | +7.7% |
| Q1 2022 | $229,000 | -6.1% | 3,838 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $244,000 | -99.9% | 3,838 | 0.0% | 0.01% | -13.3% |
| Q3 2021 | $242,792,000 | -9.8% | 3,838 | -6.3% | 0.02% | -11.8% |
| Q2 2021 | $269,107,000 | +195.2% | 4,097 | +181.8% | 0.02% | +240.0% |
| Q1 2021 | $91,166,000 | +104688.5% | 1,454 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $87,000 | -99.9% | 1,454 | -9.9% | 0.01% | -54.5% |
| Q3 2020 | $84,202,000 | +6.0% | 1,614 | -58.3% | 0.01% | 0.0% |
| Q2 2020 | $79,439,000 | -62.9% | 3,867 | -24.2% | 0.01% | -71.1% |
| Q1 2020 | $214,164,000 | -69.2% | 5,104 | -59.1% | 0.04% | -58.7% |
| Q4 2019 | $695,178,000 | +107846.9% | 12,483 | 0.0% | 0.09% | -3.2% |
| Q3 2019 | $644,000 | -99.9% | 12,483 | 0.0% | 0.10% | -5.9% |
| Q2 2019 | $658,478,000 | +1.6% | 12,483 | 0.0% | 0.10% | -4.7% |
| Q1 2019 | $647,868,000 | +104733.0% | 12,483 | -4.7% | 0.11% | -12.4% |
| Q4 2018 | $618,000 | -12.6% | 13,104 | 0.0% | 0.12% | -12.3% |
| Q3 2018 | $707,000 | -0.3% | 13,104 | 0.0% | 0.14% | -47.9% |
| Q2 2018 | $709,000 | -4.2% | 13,104 | 0.0% | 0.26% | -13.7% |
| Q1 2018 | $740,000 | -0.5% | 13,104 | 0.0% | 0.31% | -3.5% |
| Q4 2017 | $744,000 | – | 13,104 | – | 0.32% | – |
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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% |