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 | $2,293,338 | +8.0% | 42,850 | +13.2% | 0.60% | +18.4% |
| Q2 2023 | $2,123,068 | +2.0% | 37,858 | +0.4% | 0.50% | -5.6% |
| Q1 2023 | $2,081,478 | +8.9% | 37,701 | +2.0% | 0.54% | -0.6% |
| Q4 2022 | $1,911,341 | +16.7% | 36,956 | +3.3% | 0.54% | +2.3% |
| Q3 2022 | $1,637,135 | -17.0% | 35,769 | -6.5% | 0.53% | -14.9% |
| Q2 2022 | $1,973,000 | +3.4% | 38,239 | +19.7% | 0.62% | +24.8% |
| Q1 2022 | $1,909,000 | +22.4% | 31,951 | +30.2% | 0.50% | +23.8% |
| Q4 2021 | $1,560,000 | -0.3% | 24,536 | -0.8% | 0.40% | -14.7% |
| Q3 2021 | $1,564,000 | +19.8% | 24,727 | +24.5% | 0.47% | +24.4% |
| Q2 2021 | $1,305,000 | +552.5% | 19,863 | +522.1% | 0.38% | +446.4% |
| Q1 2021 | $200,000 | -60.8% | 3,193 | -67.3% | 0.07% | -65.5% |
| Q3 2020 | $510,000 | +6.2% | 9,778 | +0.2% | 0.20% | -6.5% |
| Q2 2020 | $480,000 | +9.6% | 9,760 | -6.6% | 0.21% | -11.9% |
| Q1 2020 | $438,000 | -24.6% | 10,447 | +0.1% | 0.24% | -1.6% |
| Q4 2019 | $581,000 | +38.0% | 10,438 | +28.1% | 0.25% | +32.8% |
| Q3 2019 | $421,000 | -1.9% | 8,147 | +0.1% | 0.19% | -6.1% |
| Q2 2019 | $429,000 | – | 8,140 | – | 0.20% | – |
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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% |