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 | $269,045 | -4.6% | 5,027 | 0.0% | 0.15% | -2.6% |
| Q2 2023 | $281,914 | +35.2% | 5,027 | +33.1% | 0.15% | +41.7% |
| Q1 2023 | $208,528 | -55.2% | 3,777 | -58.0% | 0.11% | -59.1% |
| Q2 2022 | $465,000 | -13.6% | 9,002 | 0.0% | 0.26% | +1.5% |
| Q1 2022 | $538,000 | -5.9% | 9,002 | 0.0% | 0.26% | +7.0% |
| Q4 2021 | $572,000 | +130.6% | 9,002 | +129.2% | 0.24% | +120.9% |
| Q3 2021 | $248,000 | -24.4% | 3,927 | -49.8% | 0.11% | -66.2% |
| Q1 2020 | $328,000 | -44.1% | 7,818 | -29.7% | 0.32% | -22.4% |
| Q2 2019 | $587,000 | +1.7% | 11,125 | 0.0% | 0.42% | +1.0% |
| Q1 2019 | $577,000 | +9.9% | 11,125 | 0.0% | 0.42% | +9.8% |
| Q4 2018 | $525,000 | -13.1% | 11,125 | 0.0% | 0.38% | -5.3% |
| Q3 2018 | $604,000 | -66.9% | 11,125 | -67.0% | 0.40% | -53.1% |
| Q2 2018 | $1,825,000 | +4.3% | 33,727 | +9.4% | 0.85% | -2.7% |
| Q1 2018 | $1,750,000 | +19.6% | 30,839 | +19.7% | 0.88% | +16.4% |
| Q4 2017 | $1,463,000 | – | 25,756 | – | 0.75% | – |
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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% |