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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,308,889 | +40.2% | 136,564 | +46.9% | 2.96% | +38.4% |
| Q2 2023 | $5,212,558 | +2.8% | 92,949 | +1.2% | 2.14% | -18.2% |
| Q1 2023 | $5,069,757 | +10.2% | 91,827 | +3.2% | 2.61% | +3.5% |
| Q4 2022 | $4,602,015 | +21.7% | 88,979 | +7.7% | 2.52% | +6.3% |
| Q3 2022 | $3,781,000 | -9.8% | 82,601 | +1.7% | 2.38% | -17.8% |
| Q2 2022 | $4,193,000 | -5.2% | 81,243 | +9.7% | 2.89% | +21.1% |
| Q1 2022 | $4,425,000 | -4.5% | 74,076 | +1.6% | 2.39% | +12.2% |
| Q4 2021 | $4,633,000 | +0.5% | 72,885 | +0.0% | 2.13% | -18.6% |
| Q3 2021 | $4,609,000 | -3.0% | 72,855 | +0.7% | 2.61% | -4.3% |
| Q2 2021 | $4,751,000 | +4.8% | 72,334 | +0.0% | 2.73% | -13.2% |
| Q1 2021 | $4,535,000 | – | 72,322 | – | 3.15% | – |
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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% |