VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $186,472 | -4.5% | 3,484 | +0.1% | 0.13% | 0.0% |
| Q2 2023 | $195,272 | +43.7% | 3,482 | +32.5% | 0.13% | +28.4% |
| Q4 2022 | $135,855 | +13.2% | 2,627 | +0.2% | 0.10% | +8.5% |
| Q3 2022 | $120,000 | -11.1% | 2,622 | +0.1% | 0.09% | -6.0% |
| Q2 2022 | $135,000 | -13.5% | 2,620 | +0.5% | 0.10% | +2.0% |
| Q1 2022 | $156,000 | -13.8% | 2,608 | -8.2% | 0.10% | -10.1% |
| Q4 2021 | $181,000 | +1.1% | 2,842 | +0.2% | 0.11% | -4.4% |
| Q3 2021 | $179,000 | -7.3% | 2,836 | -3.3% | 0.11% | -8.1% |
| Q2 2021 | $193,000 | +4.9% | 2,933 | +0.1% | 0.12% | -3.9% |
| Q1 2021 | $184,000 | +8.2% | 2,930 | +3.9% | 0.13% | +3.2% |
| Q4 2020 | $170,000 | +15.6% | 2,820 | +0.1% | 0.12% | +6.8% |
| Q3 2020 | $147,000 | +7.3% | 2,816 | +1.1% | 0.12% | -10.7% |
| Q2 2020 | $137,000 | +23.4% | 2,784 | +5.1% | 0.13% | +1.6% |
| Q1 2020 | $111,000 | -24.5% | 2,649 | +0.0% | 0.13% | -8.5% |
| Q4 2019 | $147,000 | – | 2,648 | – | 0.14% | – |
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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% |