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 | $403,083 | -4.6% | 7,531 | +0.0% | 0.11% | -2.6% |
| Q2 2023 | $422,310 | +1.6% | 7,530 | +0.0% | 0.11% | -7.3% |
| Q1 2023 | $415,541 | +6.8% | 7,527 | +0.0% | 0.12% | -3.1% |
| Q4 2022 | $389,253 | -1.5% | 7,526 | -12.9% | 0.13% | -10.6% |
| Q3 2022 | $395,000 | -5.5% | 8,639 | +6.6% | 0.14% | -0.7% |
| Q2 2022 | $418,000 | -15.7% | 8,103 | -2.5% | 0.14% | -4.0% |
| Q1 2022 | $496,000 | -6.1% | 8,310 | +0.0% | 0.15% | -5.1% |
| Q4 2021 | $528,000 | +0.8% | 8,308 | +0.2% | 0.16% | -11.3% |
| Q3 2021 | $524,000 | -3.7% | 8,290 | +0.1% | 0.18% | -6.3% |
| Q2 2021 | $544,000 | +4.8% | 8,283 | +0.1% | 0.19% | -6.0% |
| Q1 2021 | $519,000 | +18.5% | 8,274 | +13.7% | 0.20% | +9.2% |
| Q4 2020 | $438,000 | +19.0% | 7,280 | +3.3% | 0.18% | +4.5% |
| Q3 2020 | $368,000 | -4.4% | 7,047 | -10.0% | 0.18% | -13.3% |
| Q2 2020 | $385,000 | +9.1% | 7,827 | -7.1% | 0.20% | -10.2% |
| Q1 2020 | $353,000 | -1.9% | 8,421 | +30.2% | 0.23% | +15.3% |
| Q4 2019 | $360,000 | +18.0% | 6,468 | +9.7% | 0.20% | +6.5% |
| Q3 2019 | $305,000 | +19.1% | 5,895 | +21.4% | 0.18% | +19.5% |
| Q2 2019 | $256,000 | +2.0% | 4,856 | +0.3% | 0.15% | -6.1% |
| Q1 2019 | $251,000 | – | 4,840 | – | 0.16% | – |
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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% |