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 | $49,605,387 | +3.3% | 926,857 | +8.3% | 0.49% | +1.5% |
| Q2 2023 | $48,016,313 | -17.0% | 856,211 | -18.3% | 0.48% | -23.3% |
| Q1 2023 | $57,836,086 | -8.0% | 1,047,565 | -13.8% | 0.63% | +12.2% |
| Q4 2022 | $62,866,177 | -99.9% | 1,215,510 | -44.9% | 0.56% | +3.5% |
| Q3 2022 | $50,517,467,000 | +86469.2% | 2,205,228 | +95.0% | 0.54% | -10.0% |
| Q2 2022 | $58,355,000 | -1.9% | 1,130,692 | +13.6% | 0.60% | -3.1% |
| Q1 2022 | $59,456,000 | +12.0% | 995,241 | +19.2% | 0.62% | +15.3% |
| Q4 2021 | $53,082,000 | +8.5% | 835,011 | +8.0% | 0.54% | +9.8% |
| Q3 2021 | $48,933,000 | +8.7% | 773,515 | +12.9% | 0.49% | -4.3% |
| Q2 2021 | $45,003,000 | +11.1% | 685,190 | +6.1% | 0.51% | -0.6% |
| Q1 2021 | $40,501,000 | -1.9% | 645,955 | -5.3% | 0.51% | +7.3% |
| Q4 2020 | $41,292,000 | -99.9% | 681,946 | +14.2% | 0.48% | -17.6% |
| Q3 2020 | $31,135,000,000 | – | 596,964 | – | 0.58% | – |
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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% |