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 | $604,711 | -4.2% | 11,299 | +0.4% | 0.14% | -6.6% |
| Q2 2023 | $631,005 | +2.5% | 11,252 | +0.9% | 0.15% | -38.6% |
| Q1 2023 | $615,900 | +2.9% | 11,156 | +0.2% | 0.25% | +1.2% |
| Q4 2022 | $598,366 | +11.2% | 11,137 | -5.9% | 0.24% | -0.8% |
| Q3 2022 | $538,000 | -15.4% | 11,835 | -3.6% | 0.24% | -13.4% |
| Q2 2022 | $636,000 | -15.3% | 12,277 | -9.2% | 0.28% | -0.7% |
| Q1 2022 | $751,000 | -13.3% | 13,526 | +0.1% | 0.28% | -2.4% |
| Q4 2021 | $866,000 | +15.0% | 13,513 | +16.7% | 0.29% | +3.2% |
| Q3 2021 | $753,000 | +8.0% | 11,581 | +7.8% | 0.28% | -6.0% |
| Q2 2021 | $697,000 | +43.4% | 10,745 | +38.6% | 0.30% | +23.9% |
| Q1 2021 | $486,000 | +7.0% | 7,752 | +2.7% | 0.24% | -18.2% |
| Q4 2020 | $454,000 | – | 7,546 | – | 0.30% | – |
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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% |