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 | $356,978 | -77.1% | 6,670 | -76.0% | 0.17% | -77.7% |
| Q2 2023 | $1,557,790 | -57.7% | 27,778 | -65.5% | 0.77% | -66.4% |
| Q3 2022 | $3,685,000 | -13.6% | 80,514 | -2.6% | 2.30% | +4.3% |
| Q2 2022 | $4,265,000 | -8.3% | 82,643 | +6.1% | 2.21% | -13.6% |
| Q1 2022 | $4,653,000 | +33.3% | 77,886 | +41.9% | 2.55% | +61.1% |
| Q4 2021 | $3,490,000 | +3101.8% | 54,907 | +3083.0% | 1.58% | +2948.1% |
| Q3 2021 | $109,000 | +251.6% | 1,725 | +245.0% | 0.05% | +188.9% |
| Q1 2021 | $31,000 | – | 500 | – | 0.02% | – |
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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% |