VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204,236 | -4.5% | 3,816 | +0.1% | 0.03% | -12.5% |
| Q2 2023 | $213,884 | +5.7% | 3,814 | +4.1% | 0.03% | +6.7% |
| Q1 2023 | $202,316 | -0.8% | 3,664 | -7.5% | 0.03% | 0.0% |
| Q2 2022 | $204,000 | -16.7% | 3,962 | -8.1% | 0.03% | -11.8% |
| Q1 2022 | $245,000 | +9.4% | 4,310 | +21.9% | 0.03% | +6.2% |
| Q4 2021 | $224,000 | +3.2% | 3,535 | +2.9% | 0.03% | 0.0% |
| Q3 2021 | $217,000 | -3.6% | 3,434 | 0.0% | 0.03% | -3.0% |
| Q2 2021 | $225,000 | +4.7% | 3,434 | 0.0% | 0.03% | -5.7% |
| Q1 2021 | $215,000 | -99.8% | 3,434 | +88.2% | 0.04% | +150.0% |
| Q3 2018 | $99,040,000 | – | 1,825 | – | 0.01% | – |
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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% |