VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $922 | -9.4% | 17,233 | -5.1% | 0.72% | -1.2% |
| Q2 2023 | $1,018 | -8.8% | 18,161 | -10.1% | 0.73% | -1.6% |
| Q1 2023 | $1,116 | -99.9% | 20,212 | -18.7% | 0.74% | -10.9% |
| Q4 2022 | $1,285,294 | +10.7% | 24,851 | -2.0% | 0.83% | -3.0% |
| Q3 2022 | $1,161,000 | -11.4% | 25,356 | -0.1% | 0.86% | -7.3% |
| Q2 2022 | $1,310,000 | -33.8% | 25,373 | -23.4% | 0.92% | -31.0% |
| Q1 2022 | $1,979,000 | -13.5% | 33,123 | -7.9% | 1.34% | -22.9% |
| Q4 2021 | $2,287,000 | -26.1% | 35,980 | -26.5% | 1.73% | -30.7% |
| Q3 2021 | $3,096,000 | -8.3% | 48,935 | -4.8% | 2.50% | -15.1% |
| Q2 2021 | $3,377,000 | -14.9% | 51,421 | -18.8% | 2.94% | -18.9% |
| Q1 2021 | $3,969,000 | -6.5% | 63,301 | -10.3% | 3.63% | -12.3% |
| Q4 2020 | $4,245,000 | – | 70,557 | – | 4.14% | – |
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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% |