VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,823,523 | +28.2% | 706,718 | +34.3% | 5.01% | +30.3% |
| Q2 2023 | $29,511,912 | +31.8% | 526,247 | +29.7% | 3.84% | +23.7% |
| Q1 2023 | $22,394,934 | +121.9% | 405,632 | +107.9% | 3.11% | +105.5% |
| Q4 2022 | $10,092,651 | +283.5% | 195,140 | +239.4% | 1.51% | +259.1% |
| Q3 2022 | $2,632,000 | -22.7% | 57,500 | -12.9% | 0.42% | -9.3% |
| Q2 2022 | $3,405,000 | +323.5% | 65,980 | +390.2% | 0.46% | +373.5% |
| Q1 2022 | $804,000 | -2.8% | 13,461 | +3.4% | 0.10% | +2.1% |
| Q4 2021 | $827,000 | -0.4% | 13,017 | -0.8% | 0.10% | -7.7% |
| Q3 2021 | $830,000 | -7.5% | 13,125 | -3.9% | 0.10% | -9.6% |
| Q2 2021 | $897,000 | -0.6% | 13,657 | -5.1% | 0.12% | -9.4% |
| Q1 2021 | $902,000 | +14.0% | 14,385 | +9.4% | 0.13% | +5.8% |
| Q4 2020 | $791,000 | – | 13,145 | – | 0.12% | – |
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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% |