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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,309 | -4.0% | 4,210 | +0.5% | 0.06% | +1.6% |
| Q2 2023 | $234,816 | +2.7% | 4,187 | +1.1% | 0.06% | -1.6% |
| Q1 2023 | $228,615 | +7.0% | 4,141 | +0.2% | 0.06% | +1.6% |
| Q4 2022 | $213,678 | +2.2% | 4,131 | +1.8% | 0.06% | 0.0% |
| Q2 2022 | $209,000 | -12.9% | 4,058 | +1.1% | 0.06% | -1.6% |
| Q1 2022 | $240,000 | -5.9% | 4,012 | +0.1% | 0.06% | -4.5% |
| Q4 2021 | $255,000 | -1.5% | 4,006 | +1.5% | 0.07% | -2.9% |
| Q3 2021 | $259,000 | +0.4% | 3,947 | +0.5% | 0.07% | -2.9% |
| Q2 2021 | $258,000 | +5.7% | 3,926 | +0.8% | 0.07% | 0.0% |
| Q1 2021 | $244,000 | +1.7% | 3,895 | +0.2% | 0.07% | -2.8% |
| Q4 2020 | $240,000 | +19.4% | 3,886 | +1.0% | 0.07% | 0.0% |
| Q3 2020 | $201,000 | -4.7% | 3,848 | +1.5% | 0.07% | +1.4% |
| Q4 2019 | $211,000 | – | 3,793 | – | 0.07% | – |
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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% |