VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,005,844 | -4.5% | 56,163 | +0.1% | 0.29% | -6.5% |
| Q2 2023 | $3,146,929 | +1.6% | 56,115 | 0.0% | 0.31% | -8.8% |
| Q1 2023 | $3,098,109 | +6.7% | 56,115 | 0.0% | 0.34% | -2.6% |
| Q4 2022 | $2,902,268 | +11.2% | 56,115 | 0.0% | 0.35% | +5.8% |
| Q3 2022 | $2,610,000 | -7.6% | 56,115 | 0.0% | 0.33% | -17.7% |
| Q2 2022 | $2,825,000 | -15.7% | 56,115 | 0.0% | 0.40% | -18.7% |
| Q1 2022 | $3,352,000 | -6.0% | 56,115 | 0.0% | 0.49% | -15.7% |
| Q4 2021 | $3,567,000 | -0.5% | 56,115 | -1.0% | 0.58% | -9.4% |
| Q3 2021 | $3,585,000 | -46.4% | 56,673 | -44.3% | 0.65% | -58.3% |
| Q2 2021 | $6,688,000 | -25.1% | 101,834 | -28.5% | 1.55% | -61.2% |
| Q1 2021 | $8,927,000 | +4.3% | 142,383 | +0.0% | 3.99% | -45.6% |
| Q4 2020 | $8,563,000 | +21.3% | 142,343 | +5.1% | 7.34% | +29.8% |
| Q3 2020 | $7,062,000 | – | 135,373 | – | 5.66% | – |
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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% |