VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $43,968,116 | -3.0% | 821,527 | +1.6% | 8.28% | -0.8% |
| Q2 2023 | $45,305,517 | +10.5% | 808,829 | +8.9% | 8.34% | +1.2% |
| Q1 2023 | $41,017,596 | +16.3% | 742,938 | +9.0% | 8.24% | +10.0% |
| Q4 2022 | $35,258,530 | +228.3% | 681,719 | +281.9% | 7.50% | +145.4% |
| Q3 2022 | $10,739,000 | -62.9% | 178,506 | -68.2% | 3.05% | -51.2% |
| Q2 2022 | $28,943,000 | -5.9% | 560,801 | +9.0% | 6.26% | -5.0% |
| Q1 2022 | $30,749,000 | +82.8% | 514,707 | +94.5% | 6.58% | +85.5% |
| Q4 2021 | $16,822,000 | +26.5% | 264,619 | +25.9% | 3.55% | +1.3% |
| Q3 2021 | $13,293,000 | +0.6% | 210,130 | +4.5% | 3.51% | +7.1% |
| Q2 2021 | $13,213,000 | +4.8% | 201,172 | +0.0% | 3.27% | +5.2% |
| Q1 2021 | $12,612,000 | +24.2% | 201,151 | +19.2% | 3.11% | +6.1% |
| Q4 2020 | $10,156,000 | +11.4% | 168,816 | -3.4% | 2.93% | +0.4% |
| Q3 2020 | $9,119,000 | +6.5% | 174,800 | +0.3% | 2.92% | +13.8% |
| Q2 2020 | $8,565,000 | – | 174,201 | – | 2.56% | – |
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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% |