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 | $5,846,476 | -38.2% | 109,239 | -35.3% | 0.10% | -24.5% |
| Q2 2023 | $9,466,364 | +97986.9% | 168,801 | -3.4% | 0.14% | -17.3% |
| Q1 2023 | $9,651 | +3839.2% | 174,801 | +3587.8% | 0.17% | +3260.0% |
| Q4 2022 | $245 | -99.9% | 4,740 | -20.0% | 0.01% | -16.7% |
| Q3 2022 | $271,000 | -17.4% | 5,925 | -6.8% | 0.01% | -14.3% |
| Q2 2022 | $328,000 | -22.3% | 6,355 | -10.1% | 0.01% | -12.5% |
| Q1 2022 | $422,000 | -25.4% | 7,070 | -24.9% | 0.01% | -38.5% |
| Q4 2021 | $566,000 | +10.8% | 9,410 | +16.6% | 0.01% | +30.0% |
| Q3 2021 | $511,000 | -5.5% | 8,070 | -1.9% | 0.01% | -9.1% |
| Q2 2021 | $541,000 | -1.6% | 8,230 | -6.2% | 0.01% | -15.4% |
| Q1 2021 | $550,000 | -2.8% | 8,770 | -6.8% | 0.01% | -7.1% |
| Q4 2020 | $566,000 | +4.8% | 9,410 | -9.1% | 0.01% | -6.7% |
| Q3 2020 | $540,000 | +14.6% | 10,350 | +8.0% | 0.02% | 0.0% |
| Q2 2020 | $471,000 | -48.4% | 9,585 | -55.9% | 0.02% | -54.5% |
| Q1 2020 | $912,000 | +7.5% | 21,727 | +42.7% | 0.03% | +32.0% |
| Q4 2019 | $848,000 | -2.4% | 15,230 | -9.5% | 0.02% | -10.7% |
| Q3 2019 | $869,000 | -66.2% | 16,830 | -65.5% | 0.03% | -65.4% |
| Q2 2019 | $2,571,000 | +2.1% | 48,730 | +0.5% | 0.08% | +1.2% |
| Q1 2019 | $2,517,000 | – | 48,505 | – | 0.08% | – |
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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% |