VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 1,111 filers reported holding VANGUARD STAR FDS in Q2 2024. The put-call ratio across all filers is 0.53 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,755,062 | -9.1% | 62,273 | -20.4% | 1.30% | -9.3% |
| Q1 2024 | $4,129,819 | +26.4% | 78,214 | +38.8% | 1.44% | +7.2% |
| Q4 2023 | $3,266,800 | +815.1% | 56,363 | +745.0% | 1.34% | +678.5% |
| 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 ↓ |
|---|---|---|---|
| Mosaic Advisors LLC | 430,902 | $24,164,975 | 17.99% |
| OKABENA INVESTMENT SERVICES INC | 399,017 | $22,376,873 | 16.38% |
| SAM Advisors, LLC | 657,691 | $36,883,307 | 15.33% |
| 25 LLC | 466,662 | $26,963,740 | 14.93% |
| Global Endowment Management, LP | 2,134,172 | $119,684,366 | 14.21% |
| Sageworth Trust Co | 3,409,732 | $191,217,771 | 13.49% |
| UNIVEST FINANCIAL Corp | 739,094 | $41,448,364 | 12.54% |
| Sunflower Bank, N.A. | 945,121 | $53,002,386 | 12.32% |
| Cairn Investment Group, Inc. | 267,233 | $14,986 | 9.71% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 244,046 | $13,686,101 | 9.56% |