VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 505 filers reported holding VANGUARD STAR FDS in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $710,049 | -3.4% | 13,267 | +1.2% | 0.05% | -2.0% |
| Q2 2023 | $735,077 | +202.5% | 13,108 | +146.8% | 0.05% | +145.0% |
| Q3 2022 | $243,000 | -27.5% | 5,312 | -18.3% | 0.02% | -28.6% |
| Q2 2022 | $335,000 | -13.0% | 6,500 | +0.9% | 0.03% | -6.7% |
| Q1 2022 | $385,000 | -6.6% | 6,441 | +2.7% | 0.03% | -18.9% |
| Q4 2021 | $412,000 | -25.9% | 6,271 | -28.5% | 0.04% | -21.3% |
| Q3 2021 | $556,000 | +35.0% | 8,765 | +39.8% | 0.05% | +27.0% |
| Q2 2021 | $412,000 | +5.1% | 6,271 | +2.6% | 0.04% | -7.5% |
| Q1 2021 | $392,000 | -17.6% | 6,111 | -22.8% | 0.04% | -29.8% |
| Q4 2020 | $476,000 | +26.9% | 7,918 | +11.3% | 0.06% | +11.8% |
| Q3 2020 | $375,000 | +74.4% | 7,114 | +62.8% | 0.05% | +64.5% |
| Q2 2020 | $215,000 | -53.8% | 4,370 | -55.7% | 0.03% | -81.9% |
| Q4 2018 | $465,000 | – | 9,863 | – | 0.17% | – |
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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% |