VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $127,752 | -4.6% | 2,387 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $133,863 | +1.6% | 2,387 | 0.0% | 0.07% | -2.6% |
| Q1 2023 | $131,786 | +40.4% | 2,387 | +31.5% | 0.08% | +33.3% |
| Q4 2022 | $93,872 | +13.1% | 1,815 | 0.0% | 0.06% | +1.8% |
| Q3 2022 | $83,000 | -11.7% | 1,815 | 0.0% | 0.06% | -8.2% |
| Q2 2022 | $94,000 | -13.0% | 1,815 | 0.0% | 0.06% | -3.2% |
| Q1 2022 | $108,000 | -61.6% | 1,815 | -58.9% | 0.06% | -61.6% |
| Q4 2021 | $281,000 | +215.7% | 4,415 | +214.2% | 0.16% | +187.7% |
| Q3 2021 | $89,000 | -3.3% | 1,405 | 0.0% | 0.06% | -12.3% |
| Q2 2021 | $92,000 | +4.5% | 1,405 | 0.0% | 0.06% | -1.5% |
| Q1 2021 | $88,000 | +3.5% | 1,405 | 0.0% | 0.07% | -13.2% |
| Q4 2020 | $85,000 | – | 1,405 | – | 0.08% | – |
Download | ||||||
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% |