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 | $486,618 | -5.2% | 9,092 | -2.2% | 0.18% | -12.1% |
| Q1 2023 | $513,521 | +11.2% | 9,301 | +4.2% | 0.21% | +7.3% |
| Q4 2022 | $461,610 | +14.5% | 8,925 | +1.2% | 0.19% | +1.6% |
| Q3 2022 | $403,000 | -11.0% | 8,818 | +0.6% | 0.19% | -10.0% |
| Q2 2022 | $453,000 | +16.2% | 8,768 | +34.4% | 0.21% | +27.9% |
| Q1 2022 | $390,000 | -5.8% | 6,526 | +0.2% | 0.16% | 0.0% |
| Q4 2021 | $414,000 | +2.0% | 6,515 | +1.5% | 0.16% | -11.3% |
| Q3 2021 | $406,000 | -3.1% | 6,419 | +0.5% | 0.19% | -2.1% |
| Q2 2021 | $419,000 | +69.6% | 6,384 | +55.3% | 0.19% | +42.9% |
| Q4 2020 | $247,000 | – | 4,110 | – | 0.13% | – |
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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% |