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 | $214 | -10.5% | 4,773 | +12.2% | 0.09% | -24.3% |
| Q2 2023 | $239 | -4.4% | 4,254 | -5.9% | 0.12% | +18.6% |
| Q1 2023 | $250 | -3.1% | 4,523 | -9.2% | 0.10% | 0.0% |
| Q4 2022 | $258 | -99.9% | 4,982 | -14.1% | 0.10% | -13.4% |
| Q3 2022 | $265,000 | -12.0% | 5,799 | -0.6% | 0.11% | -3.4% |
| Q2 2022 | $301,000 | -96.0% | 5,834 | -95.4% | 0.12% | -95.3% |
| Q1 2022 | $7,618,000 | +317.0% | 127,524 | +343.6% | 2.45% | +326.9% |
| Q4 2021 | $1,827,000 | +28.8% | 28,745 | +28.2% | 0.57% | +21.1% |
| Q3 2021 | $1,419,000 | +121.7% | 22,423 | +130.2% | 0.47% | +134.2% |
| Q2 2021 | $640,000 | +69.3% | 9,741 | +61.8% | 0.20% | +59.1% |
| Q1 2021 | $378,000 | +81.7% | 6,022 | +74.3% | 0.13% | +67.1% |
| Q4 2020 | $208,000 | -0.5% | 3,454 | -30.7% | 0.08% | -37.7% |
| Q1 2020 | $209,000 | -24.5% | 4,982 | +0.0% | 0.12% | -6.9% |
| Q4 2019 | $277,000 | – | 4,981 | – | 0.13% | – |
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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% |