VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,365,222 | +81.8% | 44,193 | +90.5% | 0.02% | +100.0% |
| Q2 2023 | $1,300,858 | +139.9% | 23,196 | +136.1% | 0.01% | +80.0% |
| Q1 2023 | $542,353 | +35.2% | 9,823 | +26.7% | 0.01% | 0.0% |
| Q4 2022 | $401,097 | +2.6% | 7,755 | -9.4% | 0.01% | 0.0% |
| Q3 2022 | $391,000 | -16.1% | 8,555 | -5.4% | 0.01% | -16.7% |
| Q2 2022 | $466,000 | -30.9% | 9,044 | -19.9% | 0.01% | -25.0% |
| Q1 2022 | $674,000 | +18.7% | 11,294 | +26.2% | 0.01% | +33.3% |
| Q4 2021 | $568,000 | +134.7% | 8,950 | +133.3% | 0.01% | +100.0% |
| Q3 2021 | $242,000 | – | 3,837 | – | 0.00% | – |
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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% |