VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $562,335 | -14.9% | 10,507 | -10.8% | 0.40% | -11.8% |
| Q2 2023 | $660,847 | +144822.6% | 11,784 | +33.7% | 0.45% | +14.0% |
| Q4 2022 | $456 | -99.9% | 8,815 | +4.4% | 0.39% | +3.4% |
| Q3 2022 | $387,000 | +2.7% | 8,446 | +15.6% | 0.38% | +14.8% |
| Q2 2022 | $377,000 | -14.3% | 7,307 | -0.8% | 0.33% | +0.6% |
| Q1 2022 | $440,000 | +24.6% | 7,364 | +32.8% | 0.33% | +27.9% |
| Q4 2021 | $353,000 | +28.8% | 5,546 | +28.1% | 0.26% | +17.8% |
| Q3 2021 | $274,000 | 0.0% | 4,329 | +3.9% | 0.22% | +5.8% |
| Q2 2021 | $274,000 | +17.1% | 4,166 | +11.4% | 0.21% | +8.4% |
| Q1 2021 | $234,000 | – | 3,740 | – | 0.19% | – |
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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% |