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 2023 | $680,560 | -4.6% | 12,716 | 0.0% | 0.25% | 0.0% |
| Q2 2023 | $713,113 | -2.3% | 12,716 | -3.8% | 0.25% | -9.9% |
| Q1 2023 | $729,655 | +6.9% | 13,216 | +0.2% | 0.27% | -4.5% |
| Q4 2022 | $682,497 | +11.3% | 13,196 | -1.6% | 0.29% | -0.7% |
| Q3 2022 | $613,000 | -12.9% | 13,404 | -1.8% | 0.29% | -13.5% |
| Q2 2022 | $704,000 | -53.2% | 13,652 | -45.7% | 0.33% | -54.1% |
| Q1 2022 | $1,503,000 | +58.7% | 25,154 | +68.9% | 0.72% | +101.9% |
| Q4 2021 | $947,000 | -1.4% | 14,893 | -1.9% | 0.36% | -14.7% |
| Q3 2021 | $960,000 | -4.6% | 15,177 | -1.0% | 0.42% | -8.7% |
| Q2 2021 | $1,006,000 | +14.1% | 15,327 | +8.9% | 0.46% | 0.0% |
| Q1 2021 | $882,000 | +1.4% | 14,077 | -2.7% | 0.46% | -10.5% |
| Q4 2020 | $870,000 | +12.5% | 14,461 | -2.5% | 0.52% | -8.8% |
| Q3 2020 | $773,000 | +0.5% | 14,831 | -5.3% | 0.56% | -12.0% |
| Q2 2020 | $769,000 | +12.4% | 15,656 | -4.0% | 0.64% | -9.1% |
| Q1 2020 | $684,000 | -27.9% | 16,306 | -4.4% | 0.71% | -15.3% |
| Q4 2019 | $949,000 | +19.7% | 17,056 | +11.1% | 0.83% | -3.9% |
| Q3 2019 | $793,000 | +0.8% | 15,356 | +2.8% | 0.87% | -2.0% |
| Q2 2019 | $787,000 | -0.5% | 14,931 | -2.1% | 0.89% | -10.1% |
| Q1 2019 | $791,000 | +10.0% | 15,256 | +0.1% | 0.98% | -2.2% |
| Q4 2018 | $719,000 | -9.0% | 15,241 | +4.1% | 1.01% | +70.7% |
| Q3 2018 | $790,000 | +9.1% | 14,636 | +9.3% | 0.59% | -8.7% |
| Q2 2018 | $724,000 | +6.2% | 13,388 | +10.9% | 0.65% | -12.7% |
| Q1 2018 | $682,000 | +66.3% | 12,070 | +66.9% | 0.74% | +100.5% |
| Q4 2017 | $410,000 | – | 7,230 | – | 0.37% | – |
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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% |