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 | $478,379 | -41.4% | 8,938 | -38.6% | 0.01% | -33.3% |
| Q2 2023 | $816,696 | +29.1% | 14,563 | +27.1% | 0.01% | +12.5% |
| Q1 2023 | $632,470 | +99.1% | 11,456 | +86.5% | 0.01% | -27.3% |
| Q4 2022 | $317,587 | +10.7% | 6,141 | -2.0% | 0.01% | 0.0% |
| Q3 2022 | $287,000 | -7.4% | 6,267 | +4.2% | 0.01% | -8.3% |
| Q2 2022 | $310,000 | -8.3% | 6,014 | +6.2% | 0.01% | 0.0% |
| Q1 2022 | $338,000 | -9.6% | 5,662 | -3.8% | 0.01% | -7.7% |
| Q4 2021 | $374,000 | -26.7% | 5,883 | -27.0% | 0.01% | -31.6% |
| Q3 2021 | $510,000 | +4.3% | 8,057 | +8.2% | 0.02% | 0.0% |
| Q2 2021 | $489,000 | +26.4% | 7,444 | +20.8% | 0.02% | +11.8% |
| Q1 2021 | $387,000 | -16.8% | 6,164 | -20.3% | 0.02% | -22.7% |
| Q4 2020 | $465,000 | +21.7% | 7,737 | +5.8% | 0.02% | +10.0% |
| Q3 2020 | $382,000 | +99.0% | 7,315 | +87.7% | 0.02% | +100.0% |
| Q2 2020 | $192,000 | -46.8% | 3,898 | -54.7% | 0.01% | -60.0% |
| Q1 2020 | $361,000 | -94.0% | 8,599 | -92.1% | 0.02% | -94.7% |
| Q4 2019 | $6,024,000 | – | 108,165 | – | 0.47% | – |
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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% |