VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $13,039,000 | +55.0% | 284,886 | +74.7% | 1.40% | +54.9% |
| Q2 2022 | $8,414,000 | -32.7% | 163,038 | -22.1% | 0.90% | -28.9% |
| Q1 2022 | $12,507,000 | +4055.1% | 209,362 | +4320.7% | 1.27% | +4428.6% |
| Q4 2021 | $301,000 | +0.7% | 4,736 | +0.2% | 0.03% | +3.7% |
| Q3 2021 | $299,000 | +4.2% | 4,728 | +8.2% | 0.03% | +8.0% |
| Q2 2021 | $287,000 | +4.7% | 4,368 | +0.1% | 0.02% | 0.0% |
| Q1 2021 | $274,000 | +1.5% | 4,364 | -2.8% | 0.02% | -7.4% |
| Q4 2020 | $270,000 | +26.2% | 4,491 | +9.7% | 0.03% | +12.5% |
| Q3 2020 | $214,000 | +7.0% | 4,094 | +13.9% | 0.02% | -35.1% |
| Q4 2019 | $200,000 | – | 3,595 | – | 0.04% | – |
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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% |