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 | $460,347 | +3.1% | 8,601 | +8.0% | 0.07% | -1.4% |
| Q2 2023 | $446,550 | +32.8% | 7,963 | +30.8% | 0.07% | +25.5% |
| Q1 2023 | $336,201 | -44.6% | 6,090 | -45.7% | 0.06% | +5.8% |
| Q4 2022 | $606,565 | +143.6% | 11,224 | +106.6% | 0.05% | +4.0% |
| Q3 2022 | $249,000 | -15.3% | 5,432 | -4.7% | 0.05% | -7.4% |
| Q2 2022 | $294,000 | -19.9% | 5,698 | -7.2% | 0.05% | -12.9% |
| Q1 2022 | $367,000 | -1.6% | 6,141 | +4.7% | 0.06% | -4.6% |
| Q4 2021 | $373,000 | -2.1% | 5,865 | -2.5% | 0.06% | -5.8% |
| Q3 2021 | $381,000 | -8.2% | 6,018 | -4.7% | 0.07% | -13.8% |
| Q2 2021 | $415,000 | +4.3% | 6,318 | -0.3% | 0.08% | +1.3% |
| Q1 2021 | $398,000 | -2.7% | 6,340 | -6.7% | 0.08% | -10.2% |
| Q4 2020 | $409,000 | +14.9% | 6,798 | -0.5% | 0.09% | 0.0% |
| Q3 2020 | $356,000 | +7.6% | 6,829 | +1.4% | 0.09% | -9.3% |
| Q2 2020 | $331,000 | -19.1% | 6,734 | -31.0% | 0.10% | -34.5% |
| Q1 2020 | $409,000 | -88.7% | 9,753 | -85.0% | 0.15% | -88.6% |
| Q4 2019 | $3,632,000 | – | 65,210 | – | 1.30% | – |
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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% |