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 | $2,676,500 | +0.6% | 50,009 | +5.4% | 0.43% | +1.4% |
| Q2 2023 | $2,661,049 | +4.5% | 47,451 | +2.9% | 0.42% | -2.1% |
| Q1 2023 | $2,546,316 | +13.6% | 46,121 | +6.4% | 0.43% | +6.7% |
| Q4 2022 | $2,242,000 | +18.8% | 43,349 | +5.1% | 0.40% | +21.6% |
| Q3 2022 | $1,888,000 | +2.3% | 41,247 | +15.3% | 0.33% | -0.9% |
| Q2 2022 | $1,846,000 | +2.3% | 35,763 | +10.6% | 0.34% | -2.0% |
| Q1 2022 | $1,805,000 | +14.7% | 32,321 | +30.6% | 0.34% | -3.1% |
| Q4 2021 | $1,573,000 | +20.6% | 24,744 | +20.1% | 0.35% | +1.4% |
| Q3 2021 | $1,304,000 | +27.2% | 20,607 | +32.1% | 0.35% | +9.4% |
| Q2 2021 | $1,025,000 | +63.5% | 15,604 | +61.1% | 0.32% | +22.2% |
| Q1 2021 | $627,000 | +82.8% | 9,683 | +48.7% | 0.26% | +38.8% |
| Q3 2020 | $343,000 | – | 6,513 | – | 0.19% | – |
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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% |