VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,913,116 | +1.8% | 110,484 | +6.7% | 2.58% | +2.1% |
| Q2 2023 | $5,808,901 | +4.9% | 103,582 | +3.3% | 2.52% | -3.9% |
| Q1 2023 | $5,535,074 | +10.2% | 100,255 | +3.3% | 2.63% | +8.5% |
| Q4 2022 | $5,021,271 | -19.2% | 97,086 | -28.5% | 2.42% | -23.2% |
| Q3 2022 | $6,215,000 | +1.1% | 135,787 | +14.0% | 3.15% | +8.6% |
| Q2 2022 | $6,150,000 | +3.6% | 119,157 | +19.9% | 2.90% | +19.0% |
| Q1 2022 | $5,936,000 | +3.1% | 99,363 | +9.7% | 2.44% | -0.2% |
| Q4 2021 | $5,756,000 | +62.9% | 90,551 | +62.1% | 2.44% | +35.3% |
| Q3 2021 | $3,533,000 | +3.2% | 55,857 | +7.2% | 1.81% | -4.0% |
| Q2 2021 | $3,422,000 | +61.0% | 52,103 | +53.7% | 1.88% | +23.2% |
| Q1 2021 | $2,125,000 | +20.6% | 33,892 | +15.7% | 1.53% | +1.1% |
| Q4 2020 | $1,762,000 | – | 29,283 | – | 1.51% | – |
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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% |