VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,990,209 | +4.7% | 93,240 | +9.7% | 0.10% | +6.2% |
| Q2 2023 | $4,765,411 | +15.4% | 84,975 | +13.6% | 0.10% | 0.0% |
| Q1 2023 | $4,128,334 | +12.4% | 74,775 | +5.3% | 0.10% | -6.8% |
| Q4 2022 | $3,671,303 | +10.0% | 70,984 | -2.7% | 0.10% | +12.0% |
| Q3 2022 | $3,338,000 | -15.5% | 72,930 | -4.7% | 0.09% | -23.3% |
| Q2 2022 | $3,950,000 | +10.3% | 76,533 | +27.7% | 0.12% | +41.2% |
| Q1 2022 | $3,581,000 | -14.6% | 59,947 | -9.2% | 0.08% | -12.4% |
| Q4 2021 | $4,195,000 | +168.4% | 65,986 | +167.0% | 0.10% | +131.0% |
| Q3 2021 | $1,563,000 | -6.1% | 24,711 | -2.5% | 0.04% | -14.3% |
| Q2 2021 | $1,664,000 | +89.3% | 25,342 | +80.8% | 0.05% | +36.1% |
| Q1 2021 | $879,000 | +38.4% | 14,017 | +32.8% | 0.04% | +28.6% |
| Q4 2020 | $635,000 | +50.8% | 10,557 | +30.8% | 0.03% | +21.7% |
| Q3 2020 | $421,000 | +35.8% | 8,074 | +28.1% | 0.02% | +15.0% |
| Q2 2020 | $310,000 | – | 6,302 | – | 0.02% | – |
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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% |