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 | $135,707,539 | +749.4% | 2,535,642 | +790.0% | 0.45% | +159.3% |
| Q2 2023 | $15,976,711 | -41.9% | 284,891 | -42.8% | 0.17% | -46.2% |
| Q1 2023 | $27,506,785 | -2.7% | 498,221 | -1.4% | 0.32% | -12.1% |
| Q4 2022 | $28,271,504 | +10.4% | 505,480 | -8.2% | 0.36% | -0.5% |
| Q3 2022 | $25,608,000 | -11.4% | 550,874 | -2.0% | 0.37% | -9.2% |
| Q2 2022 | $28,911,000 | -19.3% | 561,851 | -4.6% | 0.40% | -16.6% |
| Q1 2022 | $35,829,000 | -4.3% | 588,710 | -3.0% | 0.48% | -10.1% |
| Q4 2021 | $37,446,000 | -8.0% | 606,785 | -2.4% | 0.54% | -10.5% |
| Q3 2021 | $40,706,000 | -3.4% | 621,467 | -3.6% | 0.60% | -11.6% |
| Q2 2021 | $42,128,000 | -1.4% | 644,850 | -3.6% | 0.68% | -12.5% |
| Q1 2021 | $42,736,000 | -2.3% | 669,010 | -5.4% | 0.78% | -21.5% |
| Q4 2020 | $43,744,000 | +9.8% | 707,261 | -3.5% | 0.99% | -5.2% |
| Q3 2020 | $39,836,000 | +0.9% | 733,091 | -3.1% | 1.04% | -7.9% |
| Q2 2020 | $39,493,000 | +6.0% | 756,580 | -8.9% | 1.13% | -14.8% |
| Q1 2020 | $37,266,000 | – | 830,088 | – | 1.33% | – |
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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% |