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 | $738,535 | +18.4% | 13,799 | +24.1% | 0.06% | +12.7% |
| Q2 2023 | $623,667 | +26.1% | 11,120 | +24.1% | 0.06% | +19.6% |
| Q1 2023 | $494,583 | +162591.8% | 8,958 | +52.3% | 0.05% | +53.3% |
| Q4 2022 | $304 | -99.9% | 5,882 | +0.2% | 0.03% | +25.0% |
| Q3 2022 | $268,000 | -11.3% | 5,870 | +0.2% | 0.02% | -25.0% |
| Q2 2022 | $302,000 | -19.3% | 5,859 | -6.6% | 0.03% | -15.8% |
| Q1 2022 | $374,000 | +5.1% | 6,270 | +11.7% | 0.04% | +8.6% |
| Q4 2021 | $356,000 | +53.4% | 5,613 | +52.8% | 0.04% | +40.0% |
| Q3 2021 | $232,000 | +5.0% | 3,673 | +8.9% | 0.02% | 0.0% |
| Q2 2021 | $221,000 | +8.3% | 3,372 | +3.2% | 0.02% | 0.0% |
| Q1 2021 | $204,000 | -1.9% | 3,269 | -5.7% | 0.02% | -13.8% |
| Q4 2020 | $208,000 | -90.8% | 3,467 | -91.5% | 0.03% | -93.0% |
| Q4 2019 | $2,262,000 | +1.2% | 40,621 | -6.1% | 0.41% | -4.8% |
| Q3 2019 | $2,235,000 | – | 43,280 | – | 0.43% | – |
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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% |