VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $612,763 | +7.4% | 11,449 | +12.6% | 0.16% | +16.5% |
| Q2 2023 | $570,339 | +18.8% | 10,170 | +17.0% | 0.13% | +12.7% |
| Q1 2023 | $479,883 | +23.7% | 8,691 | +15.8% | 0.12% | +21.6% |
| Q4 2022 | $388,017 | +26.0% | 7,502 | +12.6% | 0.10% | +22.8% |
| Q3 2022 | $308,000 | +23.7% | 6,664 | +38.1% | 0.08% | +27.4% |
| Q2 2022 | $249,000 | -1.6% | 4,826 | +26.0% | 0.06% | +3.3% |
| Q1 2022 | $253,000 | +46.2% | 3,829 | +40.5% | 0.06% | +46.3% |
| Q4 2021 | $173,000 | +166.2% | 2,726 | +166.7% | 0.04% | +141.2% |
| Q3 2021 | $65,000 | +16.1% | 1,022 | +2.2% | 0.02% | -29.2% |
| Q4 2019 | $56,000 | – | 1,000 | – | 0.02% | – |
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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% |