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 | $1,110,203 | -9.7% | 20,744 | -5.3% | 0.14% | -7.9% |
| Q2 2023 | $1,229,011 | +0.9% | 21,915 | -0.7% | 0.15% | -14.2% |
| Q1 2023 | $1,218,127 | +6.9% | 22,064 | +0.2% | 0.18% | +9.3% |
| Q4 2022 | $1,139,048 | +11.5% | 22,023 | -1.4% | 0.16% | -11.5% |
| Q3 2022 | $1,022,000 | -20.5% | 22,342 | -10.3% | 0.18% | -18.4% |
| Q2 2022 | $1,285,000 | -20.8% | 24,908 | -8.3% | 0.22% | +6.2% |
| Q1 2022 | $1,623,000 | +15.3% | 27,169 | +22.6% | 0.21% | +25.7% |
| Q4 2021 | $1,408,000 | +23.5% | 22,158 | +22.9% | 0.17% | +7.1% |
| Q3 2021 | $1,140,000 | +11.1% | 18,036 | +15.7% | 0.16% | +9.1% |
| Q2 2021 | $1,026,000 | +41.9% | 15,589 | +35.1% | 0.14% | +20.2% |
| Q1 2021 | $723,000 | +29.8% | 11,540 | +24.6% | 0.12% | +20.2% |
| Q4 2020 | $557,000 | +35.5% | 9,262 | +20.8% | 0.10% | +5.3% |
| Q3 2020 | $411,000 | +101.5% | 7,669 | +84.3% | 0.09% | +91.8% |
| Q2 2020 | $204,000 | – | 4,162 | – | 0.05% | – |
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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% |