VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,385,988 | -7.9% | 530,381 | -3.5% | 1.28% | -5.4% |
| Q2 2023 | $30,814,813 | +5.9% | 549,480 | +4.2% | 1.36% | -3.2% |
| Q1 2023 | $29,102,328 | +12.4% | 527,121 | +5.3% | 1.40% | -84.2% |
| Q4 2022 | $25,881,445 | +61.6% | 500,415 | +43.0% | 8.89% | +852.1% |
| Q3 2022 | $16,020,000 | +2905.6% | 350,013 | +3290.0% | 0.93% | +3013.3% |
| Q2 2022 | $533,000 | -42.4% | 10,325 | -37.9% | 0.03% | -25.0% |
| Q4 2019 | $926,000 | -81.5% | 16,627 | -83.6% | 0.04% | -95.0% |
| Q1 2017 | $5,013,000 | – | 101,287 | – | 0.79% | – |
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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% |