VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,023,409 | -5.7% | 19,122 | -1.2% | 0.27% | -3.9% |
| Q2 2023 | $1,084,924 | +63.2% | 19,346 | +60.6% | 0.28% | +56.6% |
| Q1 2023 | $664,894 | +6.7% | 12,043 | 0.0% | 0.18% | +1.7% |
| Q4 2022 | $622,864 | +14.5% | 12,043 | +1.4% | 0.18% | +7.2% |
| Q3 2022 | $544,000 | -10.8% | 11,882 | +0.5% | 0.17% | -18.1% |
| Q2 2022 | $610,000 | -13.2% | 11,823 | +0.4% | 0.20% | -2.9% |
| Q1 2022 | $703,000 | -5.4% | 11,775 | +0.7% | 0.21% | -4.5% |
| Q4 2021 | $743,000 | -0.3% | 11,689 | -0.7% | 0.22% | -5.2% |
| Q3 2021 | $745,000 | -4.1% | 11,776 | -0.4% | 0.23% | -5.3% |
| Q2 2021 | $777,000 | -0.4% | 11,828 | -5.0% | 0.24% | -6.8% |
| Q1 2021 | $780,000 | +4.1% | 12,444 | 0.0% | 0.26% | -2.2% |
| Q4 2020 | $749,000 | +15.6% | 12,444 | +0.1% | 0.27% | +7.6% |
| Q3 2020 | $648,000 | -4.4% | 12,428 | -9.9% | 0.25% | -12.0% |
| Q2 2020 | $678,000 | +17.7% | 13,793 | +0.4% | 0.28% | +4.8% |
| Q1 2020 | $576,000 | -78.0% | 13,732 | -70.8% | 0.27% | -75.6% |
| Q4 2019 | $2,616,000 | +11.1% | 46,978 | +3.1% | 1.11% | -1.2% |
| Q3 2019 | $2,354,000 | +10.4% | 45,564 | +13.8% | 1.12% | +8.1% |
| Q2 2019 | $2,132,000 | +8.4% | 40,034 | +5.7% | 1.04% | +8.0% |
| Q1 2019 | $1,966,000 | +19.7% | 37,872 | +8.9% | 0.96% | +8.7% |
| Q4 2018 | $1,642,000 | – | 34,772 | – | 0.89% | – |
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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% |