VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $844,224 | -4.6% | 15,774 | 0.0% | 0.53% | -1.7% |
| Q2 2023 | $884,606 | +1.6% | 15,774 | 0.0% | 0.54% | +6.8% |
| Q1 2023 | $870,883 | +6.7% | 15,774 | 0.0% | 0.50% | +2.4% |
| Q4 2022 | $815,831 | +13.0% | 15,774 | 0.0% | 0.49% | +37.6% |
| Q3 2022 | $722,000 | -11.3% | 15,774 | 0.0% | 0.36% | -11.4% |
| Q2 2022 | $814,000 | -13.6% | 15,774 | 0.0% | 0.40% | +30.5% |
| Q1 2022 | $942,000 | -6.1% | 15,774 | 0.0% | 0.31% | -18.7% |
| Q4 2021 | $1,003,000 | +0.5% | 15,774 | 0.0% | 0.38% | -7.6% |
| Q3 2021 | $998,000 | -3.7% | 15,774 | 0.0% | 0.41% | +1.5% |
| Q2 2021 | $1,036,000 | +4.8% | 15,774 | 0.0% | 0.40% | +4.1% |
| Q1 2021 | $989,000 | +4.2% | 15,774 | 0.0% | 0.39% | -2.0% |
| Q4 2020 | $949,000 | +15.3% | 15,774 | 0.0% | 0.40% | +1.5% |
| Q3 2020 | $823,000 | +6.1% | 15,774 | 0.0% | 0.39% | -3.0% |
| Q2 2020 | $776,000 | +17.2% | 15,774 | 0.0% | 0.40% | -2.4% |
| Q1 2020 | $662,000 | -17.1% | 15,774 | +9.9% | 0.41% | -17.9% |
| Q4 2019 | $799,000 | – | 14,354 | – | 0.50% | – |
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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% |