VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,304,043 | -4.9% | 136,472 | -0.3% | 2.43% | -5.3% |
| Q2 2023 | $7,677,765 | -0.9% | 136,907 | -2.5% | 2.57% | -7.2% |
| Q1 2023 | $7,748,989 | -57.3% | 140,354 | -60.0% | 2.77% | -63.0% |
| Q4 2022 | $18,141,452 | +16.3% | 350,737 | +2.9% | 7.48% | +9.4% |
| Q3 2022 | $15,598,000 | -13.7% | 340,819 | -2.7% | 6.84% | -7.5% |
| Q2 2022 | $18,077,000 | +0.3% | 350,261 | +16.1% | 7.40% | +25.5% |
| Q1 2022 | $18,019,000 | -5.8% | 301,641 | +0.2% | 5.89% | +8.8% |
| Q4 2021 | $19,136,000 | +4.0% | 301,033 | +3.5% | 5.42% | +1.3% |
| Q3 2021 | $18,401,000 | +0.7% | 290,888 | +4.6% | 5.35% | +2.6% |
| Q2 2021 | $18,272,000 | +11.8% | 278,202 | +6.7% | 5.21% | +1.7% |
| Q1 2021 | $16,344,000 | +0.4% | 260,675 | -3.6% | 5.12% | -2.0% |
| Q4 2020 | $16,275,000 | +19.6% | 270,524 | +3.7% | 5.23% | +25.8% |
| Q3 2020 | $13,608,000 | +4.3% | 260,834 | -1.7% | 4.16% | -21.3% |
| Q2 2020 | $13,042,000 | -49.7% | 265,252 | -57.0% | 5.28% | -59.1% |
| Q1 2020 | $25,908,000 | +7.0% | 617,297 | +42.0% | 12.91% | +38.2% |
| Q4 2019 | $24,206,000 | – | 434,692 | – | 9.34% | – |
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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% |