VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 1,111 filers reported holding VANGUARD STAR FDS in Q2 2024. The put-call ratio across all filers is 0.53 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $561,775 | +2.3% | 9,316 | +2.3% | 0.04% | -4.8% |
| Q1 2024 | $549,384 | -56.2% | 9,111 | -57.9% | 0.04% | -53.3% |
| Q4 2023 | $1,254,415 | +129.3% | 21,643 | +111.7% | 0.09% | +63.6% |
| Q3 2023 | $547,069 | -4.6% | 10,222 | +0.0% | 0.06% | +7.8% |
| Q2 2023 | $573,219 | +1.7% | 10,221 | +0.2% | 0.05% | -7.3% |
| Q1 2023 | $563,407 | +2.3% | 10,205 | -4.2% | 0.06% | -3.5% |
| Q4 2022 | $550,646 | +2.4% | 10,647 | -9.3% | 0.06% | -14.9% |
| Q3 2022 | $538,000 | – | 11,745 | – | 0.07% | – |
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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% |