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 | $31,636,236 | -2.6% | 591,110 | +2.1% | 0.12% | +205.0% |
| Q2 2023 | $32,473,578 | -7.7% | 579,058 | -9.1% | 0.04% | -94.3% |
| Q1 2023 | $35,188,802 | +6.2% | 637,361 | -0.5% | 0.70% | +68.0% |
| Q4 2022 | $33,138,329 | +88.6% | 640,725 | +66.9% | 0.42% | +88.7% |
| Q3 2022 | $17,571,000 | -1.1% | 383,894 | -27.8% | 0.22% | +1.8% |
| Q2 2022 | $17,773,000 | -43.3% | 531,622 | +1.3% | 0.22% | -33.1% |
| Q1 2022 | $31,345,000 | -19.1% | 524,691 | -13.9% | 0.33% | -12.8% |
| Q4 2021 | $38,751,000 | +1771.1% | 609,569 | +1761.3% | 0.37% | +1235.7% |
| Q3 2021 | $2,071,000 | +290.0% | 32,749 | +305.1% | 0.03% | +250.0% |
| Q2 2021 | $531,000 | +10.2% | 8,084 | +5.4% | 0.01% | 0.0% |
| Q1 2021 | $482,000 | +4.6% | 7,669 | 0.0% | 0.01% | +14.3% |
| Q4 2020 | $461,000 | +81.5% | 7,669 | +57.3% | 0.01% | +40.0% |
| Q3 2020 | $254,000 | -10.2% | 4,876 | -15.2% | 0.01% | -16.7% |
| Q2 2020 | $283,000 | -88.2% | 5,751 | -90.0% | 0.01% | -91.8% |
| Q1 2020 | $2,408,000 | -25.0% | 57,396 | -0.4% | 0.07% | -16.1% |
| Q4 2019 | $3,209,000 | +7.8% | 57,621 | 0.0% | 0.09% | -4.4% |
| Q3 2019 | $2,977,000 | -0.3% | 57,621 | +1.8% | 0.09% | -2.2% |
| Q2 2019 | $2,987,000 | -60.4% | 56,621 | -61.1% | 0.09% | -68.3% |
| Q1 2019 | $7,546,000 | +3180.9% | 145,396 | +2881.9% | 0.29% | +1992.9% |
| Q4 2018 | $230,000 | – | 4,876 | – | 0.01% | – |
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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% |