VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $474,348 | -4.5% | 8,863 | +0.1% | 0.08% | +50.0% |
| Q2 2023 | $496,532 | +19.2% | 8,854 | +17.4% | 0.05% | +10.6% |
| Q1 2023 | $416,504 | +19.1% | 7,544 | +11.6% | 0.05% | +9.3% |
| Q4 2022 | $349,575 | -64.8% | 6,759 | -55.3% | 0.04% | -73.1% |
| Q2 2021 | $994,000 | +4.7% | 15,134 | 0.0% | 0.16% | -17.5% |
| Q1 2021 | $949,000 | +4.3% | 15,134 | 0.0% | 0.19% | -31.0% |
| Q4 2020 | $910,000 | – | 15,134 | – | 0.28% | – |
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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% |