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 2021 | $533,878,000 | +1.7% | 8,439,432 | +5.6% | 9.96% | -13.3% |
| Q2 2021 | $524,827,000 | +6.8% | 7,990,662 | +1.9% | 11.48% | -3.3% |
| Q1 2021 | $491,500,000 | +3.0% | 7,838,920 | -1.2% | 11.88% | -0.2% |
| Q4 2020 | $477,341,000 | +35.9% | 7,934,518 | +17.8% | 11.89% | -5.2% |
| Q3 2020 | $351,252,000 | +245.5% | 6,732,829 | +225.6% | 12.55% | +159.1% |
| Q2 2020 | $101,679,000 | -4.8% | 2,067,911 | -18.8% | 4.84% | -49.9% |
| Q1 2020 | $106,821,000 | – | 2,545,792 | – | 9.66% | – |
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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% |