VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,122,431 | +5.6% | 77,026 | +10.7% | 0.59% | +7.7% |
| Q2 2023 | $3,902,642 | +3.4% | 69,590 | +1.8% | 0.54% | -0.9% |
| Q1 2023 | $3,774,504 | -0.1% | 68,366 | -6.4% | 0.55% | -7.1% |
| Q4 2022 | $3,778,203 | +29.0% | 73,051 | +14.2% | 0.59% | +11.5% |
| Q3 2022 | $2,928,000 | -6.7% | 63,975 | +5.2% | 0.53% | -3.5% |
| Q2 2022 | $3,139,000 | -23.2% | 60,817 | -6.5% | 0.55% | -29.1% |
| Q1 2022 | $4,087,000 | +6.2% | 65,077 | +7.5% | 0.77% | +33.2% |
| Q4 2021 | $3,848,000 | -9.1% | 60,538 | -9.5% | 0.58% | -15.8% |
| Q3 2021 | $4,232,000 | +0.4% | 66,900 | +4.2% | 0.69% | -2.3% |
| Q2 2021 | $4,217,000 | +1.9% | 64,202 | -1.4% | 0.71% | -9.0% |
| Q1 2021 | $4,140,000 | +31.7% | 65,100 | +24.6% | 0.78% | +17.4% |
| Q4 2020 | $3,144,000 | +26.8% | 52,233 | +9.9% | 0.66% | -5.6% |
| Q3 2020 | $2,479,000 | +16.5% | 47,530 | +9.8% | 0.70% | +5.7% |
| Q2 2020 | $2,128,000 | +355.7% | 43,274 | +416.5% | 0.66% | +335.5% |
| Q4 2019 | $467,000 | – | 8,379 | – | 0.15% | – |
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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% |