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 | $5,061,274 | +5.8% | 94,567 | +10.8% | 0.33% | -1.5% |
| Q2 2023 | $4,786,011 | +3.0% | 85,342 | +1.4% | 0.34% | -5.3% |
| Q1 2023 | $4,646,677 | +7.0% | 84,163 | +0.2% | 0.36% | -1.1% |
| Q4 2022 | $4,343,175 | +4.2% | 83,974 | -7.8% | 0.36% | -17.4% |
| Q3 2022 | $4,168,000 | -11.4% | 91,066 | -0.1% | 0.44% | +2.6% |
| Q2 2022 | $4,705,000 | +4.8% | 91,165 | +21.4% | 0.43% | +17.3% |
| Q1 2022 | $4,488,000 | -41.0% | 75,122 | -37.2% | 0.36% | -33.5% |
| Q4 2021 | $7,603,000 | -1.8% | 119,600 | -2.3% | 0.55% | -17.2% |
| Q3 2021 | $7,742,000 | +84.2% | 122,382 | +91.3% | 0.66% | +77.7% |
| Q2 2021 | $4,202,000 | +181.6% | 63,972 | +168.9% | 0.37% | +135.4% |
| Q1 2021 | $1,492,000 | +84.9% | 23,792 | +77.4% | 0.16% | +42.3% |
| Q4 2020 | $807,000 | +84.7% | 13,408 | +59.9% | 0.11% | +4.7% |
| Q3 2020 | $437,000 | – | 8,385 | – | 0.11% | – |
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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% |