VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,016,345 | +2.2% | 18,990 | +7.1% | 0.87% | +8.5% |
| Q2 2023 | $994,579 | +21.0% | 17,735 | +19.1% | 0.80% | +16.4% |
| Q1 2023 | $821,911 | +20.1% | 14,887 | +12.5% | 0.69% | +11.1% |
| Q4 2022 | $684,152 | +49.4% | 13,228 | +32.3% | 0.62% | +38.8% |
| Q3 2022 | $458,000 | +5.0% | 9,998 | +18.2% | 0.45% | +9.6% |
| Q2 2022 | $436,000 | +22.5% | 8,456 | +41.7% | 0.41% | +32.6% |
| Q1 2022 | $356,000 | – | 5,966 | – | 0.31% | – |
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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% |