VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $151 | +17.1% | 2,691 | +14.8% | 0.01% | -7.1% |
| Q1 2023 | $129 | +5.7% | 2,345 | -0.9% | 0.01% | -6.7% |
| Q4 2022 | $122 | -99.9% | 2,366 | +0.6% | 0.02% | +7.1% |
| Q3 2022 | $108,000 | -73.0% | 2,353 | -69.7% | 0.01% | -71.4% |
| Q2 2022 | $400,000 | +102.0% | 7,759 | +133.8% | 0.05% | +145.0% |
| Q1 2022 | $198,000 | +16.5% | 3,318 | +24.4% | 0.02% | +17.6% |
| Q4 2021 | $170,000 | -3.4% | 2,668 | -4.4% | 0.02% | -5.6% |
| Q3 2021 | $176,000 | -2.2% | 2,790 | +1.8% | 0.02% | -5.3% |
| Q2 2021 | $180,000 | +6.5% | 2,742 | +1.7% | 0.02% | -5.0% |
| Q1 2021 | $169,000 | +26.1% | 2,695 | +20.9% | 0.02% | +25.0% |
| Q4 2020 | $134,000 | -39.9% | 2,230 | -44.2% | 0.02% | -50.0% |
| Q4 2019 | $223,000 | +0.5% | 3,999 | -6.8% | 0.03% | -8.6% |
| Q3 2019 | $222,000 | -5.5% | 4,293 | -5.3% | 0.04% | -14.6% |
| Q1 2019 | $235,000 | -10.6% | 4,534 | -13.4% | 0.04% | -6.8% |
| Q3 2018 | $263,000 | -8.0% | 5,233 | -1.0% | 0.04% | -12.0% |
| Q2 2018 | $286,000 | -2.4% | 5,285 | +2.2% | 0.05% | -5.7% |
| Q1 2018 | $293,000 | +0.7% | 5,173 | +1.1% | 0.05% | -3.6% |
| Q4 2017 | $291,000 | +4.3% | 5,115 | +0.4% | 0.06% | 0.0% |
| Q3 2017 | $279,000 | – | 5,096 | – | 0.06% | – |
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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% |