VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $582,920 | -8.9% | 10,892 | -4.6% | 0.07% | -8.2% |
| Q2 2023 | $640,183 | -0.5% | 11,416 | -2.1% | 0.07% | -5.2% |
| Q1 2023 | $643,489 | +8.5% | 11,655 | +1.6% | 0.08% | -1.3% |
| Q4 2022 | $593,241 | +11.7% | 11,470 | -1.1% | 0.08% | 0.0% |
| Q3 2022 | $531,000 | -11.4% | 11,597 | 0.0% | 0.08% | -11.4% |
| Q2 2022 | $599,000 | -13.8% | 11,597 | -0.4% | 0.09% | 0.0% |
| Q1 2022 | $695,000 | +14.9% | 11,640 | +22.2% | 0.09% | +10.0% |
| Q4 2021 | $605,000 | -1.0% | 9,523 | -1.3% | 0.08% | -27.3% |
| Q3 2021 | $611,000 | -3.6% | 9,651 | -0.0% | 0.11% | -4.3% |
| Q2 2021 | $634,000 | +4.8% | 9,655 | 0.0% | 0.12% | -12.9% |
| Q1 2021 | $605,000 | +4.1% | 9,655 | 0.0% | 0.13% | +30.7% |
| Q4 2020 | $581,000 | – | 9,655 | – | 0.10% | – |
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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% |