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 | $5,270,293 | -5.1% | 98,473 | -0.5% | 1.22% | -3.4% |
| Q2 2023 | $5,550,873 | -1.2% | 98,981 | -2.7% | 1.26% | -5.7% |
| Q1 2023 | $5,617,838 | +5.9% | 101,754 | -0.8% | 1.34% | -17.0% |
| Q4 2022 | $5,303,885 | +5.2% | 102,550 | -6.9% | 1.62% | -5.1% |
| Q3 2022 | $5,043,000 | -6.0% | 110,181 | +6.0% | 1.70% | -5.0% |
| Q2 2022 | $5,365,000 | -37.8% | 103,948 | -28.1% | 1.79% | -33.0% |
| Q1 2022 | $8,631,000 | -10.7% | 144,482 | -5.0% | 2.68% | -11.0% |
| Q4 2021 | $9,663,000 | +34.7% | 152,012 | +34.0% | 3.01% | +21.5% |
| Q3 2021 | $7,175,000 | -5.6% | 113,425 | -1.9% | 2.48% | -13.3% |
| Q2 2021 | $7,598,000 | +2.1% | 115,675 | -2.5% | 2.86% | -7.5% |
| Q1 2021 | $7,442,000 | +1.3% | 118,689 | -2.8% | 3.09% | -8.0% |
| Q4 2020 | $7,343,000 | +5.8% | 122,050 | -8.3% | 3.35% | -10.4% |
| Q3 2020 | $6,942,000 | -65.7% | 133,060 | -67.6% | 3.74% | -69.7% |
| Q2 2020 | $20,210,000 | +19.6% | 411,033 | +2.1% | 12.33% | -2.2% |
| Q1 2020 | $16,891,000 | -11.5% | 402,561 | +17.5% | 12.61% | -7.9% |
| Q4 2019 | $19,081,000 | +15.5% | 342,628 | +7.2% | 13.69% | +4.8% |
| Q3 2019 | $16,519,000 | +2.5% | 319,756 | +4.7% | 13.07% | -5.4% |
| Q2 2019 | $16,110,000 | +9.7% | 305,394 | +7.9% | 13.81% | +2.3% |
| Q1 2019 | $14,684,000 | +23.6% | 282,923 | +12.5% | 13.50% | +7.3% |
| Q4 2018 | $11,879,000 | – | 251,566 | – | 12.58% | – |
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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% |