VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $762,352 | +67.3% | 14,242 | +75.3% | 0.05% | +23.7% |
| Q2 2023 | $455,607 | -4.0% | 8,124 | -5.5% | 0.04% | -7.3% |
| Q1 2023 | $474,773 | +8.7% | 8,599 | +1.8% | 0.04% | -4.7% |
| Q4 2022 | $436,834 | -0.9% | 8,446 | -12.3% | 0.04% | -8.5% |
| Q3 2022 | $441,000 | -52.1% | 9,632 | -46.0% | 0.05% | -37.3% |
| Q2 2022 | $921,000 | +228.9% | 17,843 | +280.8% | 0.08% | +141.9% |
| Q1 2022 | $280,000 | -1.1% | 4,686 | +5.2% | 0.03% | +3.3% |
| Q4 2021 | $283,000 | +13.2% | 4,455 | -7.4% | 0.03% | -50.8% |
| Q3 2020 | $250,000 | – | 4,811 | – | 0.06% | – |
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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% |