VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $255,007 | +1.3% | 4,547 | -0.3% | 0.05% | -2.0% |
| Q1 2023 | $251,732 | -0.8% | 4,560 | -7.1% | 0.05% | -5.6% |
| Q4 2022 | $253,810 | -9.4% | 4,907 | -19.7% | 0.05% | -16.9% |
| Q3 2022 | $280,000 | -24.5% | 6,113 | -15.0% | 0.06% | -14.5% |
| Q2 2022 | $371,000 | -13.9% | 7,193 | -0.4% | 0.08% | +5.6% |
| Q1 2022 | $431,000 | -10.4% | 7,219 | -4.6% | 0.07% | -6.5% |
| Q4 2021 | $481,000 | -10.3% | 7,564 | -15.2% | 0.08% | -31.9% |
| Q4 2020 | $536,000 | – | 8,915 | – | 0.11% | – |
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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% |