VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,274 | -10.4% | 1,089 | -6.1% | 0.01% | -6.7% |
| Q2 2023 | $65,052 | -27.9% | 1,160 | -29.0% | 0.02% | -31.8% |
| Q1 2023 | $90,216 | +6.9% | 1,634 | +0.1% | 0.02% | -4.3% |
| Q4 2022 | $84,388 | -24.7% | 1,632 | -33.6% | 0.02% | -32.4% |
| Q3 2022 | $112,000 | -6.7% | 2,458 | +5.3% | 0.03% | -2.9% |
| Q2 2022 | $120,000 | +10.1% | 2,334 | +27.1% | 0.04% | +29.6% |
| Q1 2022 | $109,000 | -6.0% | 1,837 | +0.1% | 0.03% | -3.6% |
| Q4 2021 | $116,000 | +0.9% | 1,835 | +0.7% | 0.03% | -3.4% |
| Q3 2021 | $115,000 | -3.4% | 1,822 | +0.3% | 0.03% | -6.5% |
| Q2 2021 | $119,000 | +54.5% | 1,817 | +48.0% | 0.03% | +40.9% |
| Q1 2021 | $77,000 | -28.0% | 1,228 | -27.3% | 0.02% | -24.1% |
| Q4 2020 | $107,000 | – | 1,690 | – | 0.03% | – |
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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% |