VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,814,348 | +323.3% | 33,900 | +343.5% | 0.14% | +259.0% |
| Q2 2023 | $428,635 | -34.4% | 7,643 | -35.5% | 0.04% | -7.1% |
| Q1 2023 | $653,844 | -16.8% | 11,843 | -22.0% | 0.04% | -46.8% |
| Q4 2022 | $785,427 | +8.6% | 15,186 | -3.9% | 0.08% | +182.1% |
| Q3 2022 | $723,000 | -0.3% | 15,808 | +12.5% | 0.03% | -72.0% |
| Q2 2022 | $725,000 | -42.1% | 14,050 | -32.9% | 0.10% | -25.9% |
| Q1 2022 | $1,252,000 | +36.8% | 20,951 | +45.6% | 0.14% | +42.1% |
| Q4 2021 | $915,000 | +0.7% | 14,391 | +3.1% | 0.10% | -17.4% |
| Q3 2021 | $909,000 | +14.5% | 13,961 | +15.5% | 0.12% | +3.6% |
| Q2 2021 | $794,000 | +463.1% | 12,083 | +303.4% | 0.11% | +85.0% |
| Q4 2018 | $141,000 | -14.5% | 2,995 | +3.0% | 0.06% | -21.1% |
| Q1 2018 | $165,000 | +51.4% | 2,909 | +51.1% | 0.08% | +52.0% |
| Q4 2017 | $109,000 | – | 1,925 | – | 0.05% | – |
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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% |