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 | $61,013 | -4.6% | 1,140 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $63,932 | +1.6% | 1,140 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $62,940 | +6.7% | 1,140 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $58,961 | +47.4% | 1,140 | +30.7% | 0.02% | +26.7% |
| Q3 2022 | $40,000 | -11.1% | 872 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $45,000 | -62.2% | 872 | -56.4% | 0.02% | -59.0% |
| Q1 2022 | $119,000 | -94.9% | 2,000 | -94.5% | 0.04% | -94.6% |
| Q4 2021 | $2,311,000 | +1719.7% | 36,347 | +1717.4% | 0.72% | +1609.5% |
| Q3 2021 | $127,000 | -3.1% | 2,000 | 0.0% | 0.04% | -4.5% |
| Q2 2021 | $131,000 | +4.8% | 2,000 | +0.6% | 0.04% | -4.3% |
| Q1 2021 | $125,000 | +43.7% | 1,988 | +38.2% | 0.05% | +35.3% |
| Q4 2020 | $87,000 | – | 1,438 | – | 0.03% | – |
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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% |