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 | $264,591,778 | +14.9% | 4,943,493 | +20.4% | 0.39% | -5.3% |
| Q2 2023 | $230,292,776 | +9.6% | 4,106,688 | +7.9% | 0.41% | +4.6% |
| Q1 2023 | $210,133,617 | +5.0% | 3,805,641 | -1.7% | 0.40% | -2.5% |
| Q4 2022 | $200,180,199 | +20.4% | 3,870,180 | +6.5% | 0.40% | +6.6% |
| Q3 2022 | $166,273,000 | -12.9% | 3,632,513 | -1.7% | 0.38% | -9.7% |
| Q2 2022 | $190,803,000 | -12.1% | 3,696,703 | +1.3% | 0.42% | 0.0% |
| Q1 2022 | $217,066,000 | -1.4% | 3,648,551 | +5.3% | 0.42% | +1.0% |
| Q4 2021 | $220,219,000 | +6.9% | 3,463,813 | +6.4% | 0.42% | -2.8% |
| Q3 2021 | $206,009,000 | +5.9% | 3,256,210 | +10.0% | 0.43% | +1.9% |
| Q2 2021 | $194,501,000 | +8.8% | 2,961,062 | +3.9% | 0.42% | -2.1% |
| Q1 2021 | $178,769,000 | +0.6% | 2,850,743 | -3.4% | 0.43% | -9.3% |
| Q4 2020 | $177,637,000 | +17.5% | 2,952,456 | +1.9% | 0.47% | +4.9% |
| Q3 2020 | $151,184,000 | +13.6% | 2,898,306 | +7.1% | 0.45% | +1.1% |
| Q2 2020 | $133,133,000 | +20.8% | 2,707,247 | -41.6% | 0.45% | -0.9% |
| Q1 2020 | $110,238,000 | – | 4,638,745 | – | 0.45% | – |
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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% |