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 | $3,909,988 | +2.3% | 73,057 | +7.2% | 3.51% | +4.1% |
| Q2 2023 | $3,821,334 | +1.8% | 68,141 | +0.2% | 3.37% | -4.9% |
| Q1 2023 | $3,753,612 | +6.0% | 67,988 | -0.7% | 3.54% | -0.5% |
| Q4 2022 | $3,540,636 | +7.3% | 68,458 | -5.1% | 3.56% | -2.8% |
| Q3 2022 | $3,301,000 | -1.9% | 72,128 | +10.6% | 3.67% | +1.5% |
| Q2 2022 | $3,366,000 | -11.1% | 65,216 | +2.9% | 3.61% | +2.0% |
| Q1 2022 | $3,788,000 | -5.3% | 63,407 | +0.8% | 3.54% | -0.8% |
| Q4 2021 | $4,000,000 | +0.2% | 62,930 | -0.3% | 3.57% | -5.6% |
| Q3 2021 | $3,991,000 | -3.8% | 63,088 | -0.1% | 3.78% | -1.7% |
| Q2 2021 | $4,148,000 | +8.2% | 63,161 | +3.3% | 3.85% | +1.2% |
| Q1 2021 | $3,833,000 | +13.1% | 61,130 | +8.5% | 3.80% | +13.6% |
| Q4 2020 | $3,390,000 | – | 56,346 | – | 3.35% | – |
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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% |