VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 920 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $250,704 | +1.1% | 4,470 | -0.4% | 0.13% | +28.8% |
| Q1 2023 | $247,868 | +7.0% | 4,490 | +0.2% | 0.10% | -8.0% |
| Q4 2022 | $231,709 | +14.1% | 4,480 | +1.1% | 0.11% | +21.5% |
| Q3 2022 | $203,000 | -10.6% | 4,430 | +0.6% | 0.09% | -9.7% |
| Q2 2022 | $227,000 | -56.7% | 4,405 | -49.8% | 0.10% | -4.6% |
| Q1 2022 | $524,000 | +86.5% | 8,768 | +98.1% | 0.11% | -12.9% |
| Q4 2021 | $281,000 | +1.8% | 4,425 | +1.4% | 0.12% | -7.5% |
| Q3 2021 | $276,000 | -5.2% | 4,366 | -1.4% | 0.13% | -10.1% |
| Q2 2021 | $291,000 | +5.4% | 4,426 | +0.7% | 0.15% | -8.0% |
| Q1 2021 | $276,000 | +3.8% | 4,394 | -0.7% | 0.16% | -9.0% |
| Q4 2020 | $266,000 | +12.7% | 4,423 | -2.0% | 0.18% | +2.3% |
| Q3 2020 | $236,000 | +9.8% | 4,514 | +3.1% | 0.17% | +4.2% |
| Q2 2020 | $215,000 | +17.5% | 4,380 | +0.5% | 0.17% | -4.0% |
| Q1 2020 | $183,000 | +357.5% | 4,360 | +501.4% | 0.17% | +411.8% |
| Q4 2019 | $40,000 | – | 725 | – | 0.03% | – |
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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% |