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 | $1,965,522 | -4.7% | 36,725 | -0.1% | 1.16% | -1.4% |
| Q2 2023 | $2,061,557 | +0.4% | 36,761 | -1.1% | 1.17% | -3.9% |
| Q1 2023 | $2,052,984 | +6.3% | 37,185 | -0.4% | 1.22% | -2.0% |
| Q4 2022 | $1,931,173 | -3.7% | 37,339 | -14.8% | 1.25% | -0.9% |
| Q3 2022 | $2,006,000 | +6.8% | 43,825 | +20.4% | 1.26% | +12.7% |
| Q2 2022 | $1,879,000 | +54.0% | 36,410 | +78.2% | 1.12% | +73.7% |
| Q1 2022 | $1,220,000 | -30.6% | 20,430 | -26.2% | 0.64% | -26.0% |
| Q4 2021 | $1,759,000 | +18.2% | 27,667 | +17.6% | 0.87% | +29.4% |
| Q3 2021 | $1,488,000 | -9.7% | 23,518 | -6.2% | 0.67% | -11.7% |
| Q2 2021 | $1,647,000 | -0.8% | 25,080 | -5.3% | 0.76% | -6.5% |
| Q1 2021 | $1,660,000 | +0.5% | 26,481 | -3.6% | 0.81% | -1.3% |
| Q4 2020 | $1,652,000 | +15.1% | 27,461 | -0.2% | 0.82% | +6.9% |
| Q3 2020 | $1,435,000 | +3.8% | 27,506 | -2.2% | 0.77% | -1.4% |
| Q2 2020 | $1,383,000 | +0.4% | 28,128 | -14.3% | 0.78% | -10.8% |
| Q1 2020 | $1,378,000 | -57.0% | 32,833 | -42.9% | 0.88% | -56.9% |
| Q4 2019 | $3,205,000 | – | 57,545 | – | 2.03% | – |
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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% |