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 | $14,898 | -0.6% | 278,361 | +4.2% | 9.88% | +1.8% |
| Q2 2023 | $14,986 | +5.4% | 267,233 | +3.7% | 9.71% | -1.9% |
| Q1 2023 | $14,224 | +14.0% | 257,633 | +6.8% | 9.90% | +6.6% |
| Q4 2022 | $12,475 | -99.9% | 241,200 | +7.6% | 9.29% | +12.0% |
| Q3 2022 | $10,263,000 | +10.3% | 224,240 | +1128.7% | 8.29% | +14.7% |
| Q2 2022 | $9,303,000 | -16.1% | 18,250 | -89.9% | 7.23% | +3.0% |
| Q1 2022 | $11,090,000 | +3.2% | 180,610 | +6.8% | 7.02% | -5.1% |
| Q4 2021 | $10,751,000 | +6.1% | 169,122 | +5.6% | 7.40% | -1.3% |
| Q3 2021 | $10,132,000 | +2.2% | 160,172 | +6.1% | 7.50% | +3.1% |
| Q2 2021 | $9,914,000 | +26.1% | 150,957 | +20.3% | 7.27% | +11.1% |
| Q1 2021 | $7,865,000 | +22.5% | 125,432 | +17.5% | 6.55% | +7.8% |
| Q4 2020 | $6,420,000 | +51.9% | 106,710 | +31.7% | 6.07% | +35.6% |
| Q3 2020 | $4,227,000 | +84.1% | 81,020 | +73.5% | 4.48% | +60.5% |
| Q2 2020 | $2,296,000 | +183.8% | 46,697 | +142.3% | 2.79% | +131.8% |
| Q1 2020 | $809,000 | +154.4% | 19,272 | +236.8% | 1.20% | +281.9% |
| Q4 2019 | $318,000 | – | 5,722 | – | 0.32% | – |
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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% |