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 | $2,343,587 | +95206.5% | 43,789 | -0.1% | 0.93% | +0.6% |
| Q2 2023 | $2,459 | -0.7% | 43,848 | -2.4% | 0.92% | -4.5% |
| Q1 2023 | $2,477 | +5.8% | 44,937 | -0.6% | 0.97% | +2.3% |
| Q4 2022 | $2,342 | -99.9% | 45,204 | -5.4% | 0.95% | -8.6% |
| Q3 2022 | $2,186,000 | -11.0% | 47,805 | 0.0% | 1.04% | -9.7% |
| Q2 2022 | $2,456,000 | -3.8% | 47,805 | +11.7% | 1.15% | +10.8% |
| Q1 2022 | $2,552,000 | -6.2% | 42,788 | 0.0% | 1.03% | -0.1% |
| Q4 2021 | $2,720,000 | +0.5% | 42,788 | 0.0% | 1.04% | +1.1% |
| Q3 2021 | $2,707,000 | -5.6% | 42,788 | -2.1% | 1.02% | -7.5% |
| Q2 2021 | $2,869,000 | +14.1% | 43,688 | +8.9% | 1.11% | +4.8% |
| Q1 2021 | $2,514,000 | +13.7% | 40,102 | +9.1% | 1.06% | +14.0% |
| Q4 2020 | $2,211,000 | +38.7% | 36,749 | +20.3% | 0.93% | +9.6% |
| Q3 2020 | $1,594,000 | – | 30,545 | – | 0.84% | – |
Download | ||||||
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% |