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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,185,688 | +26.3% | 20,457 | +16.6% | 0.16% | +30.2% |
| Q3 2023 | $938,722 | +10.4% | 17,540 | +15.7% | 0.13% | +3.3% |
| Q2 2023 | $850,262 | +0.7% | 15,162 | -0.9% | 0.12% | -8.3% |
| Q1 2023 | $844,260 | +9.7% | 15,292 | +2.7% | 0.13% | -1.5% |
| Q4 2022 | $769,862 | -8.6% | 14,885 | -19.1% | 0.14% | -36.0% |
| Q3 2022 | $842,000 | -0.6% | 18,390 | +12.1% | 0.21% | -11.7% |
| Q2 2022 | $847,000 | -9.3% | 16,408 | +4.9% | 0.24% | +2.6% |
| Q1 2022 | $934,000 | -2.6% | 15,635 | +3.6% | 0.23% | -6.8% |
| Q4 2021 | $959,000 | +19.6% | 15,093 | +19.1% | 0.25% | -4.6% |
| Q3 2021 | $802,000 | -71.1% | 12,672 | -70.1% | 0.26% | -70.2% |
| Q2 2021 | $2,779,000 | +1.7% | 42,317 | -2.9% | 0.88% | -10.7% |
| Q1 2021 | $2,732,000 | +11.4% | 43,576 | +6.9% | 0.98% | +0.2% |
| Q4 2020 | $2,452,000 | – | 40,754 | – | 0.98% | – |
Download | ||||||
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% |