VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,517,337 | -3.0% | 47,140 | +1.3% | 1.07% | -0.5% |
| Q2 2023 | $2,594,398 | +11.3% | 46,516 | +9.9% | 1.07% | +2.6% |
| Q1 2023 | $2,330,497 | +23.5% | 42,317 | +15.7% | 1.05% | +10.3% |
| Q4 2022 | $1,886,725 | +61.5% | 36,583 | +43.5% | 0.95% | +46.7% |
| Q3 2022 | $1,168,000 | -4.3% | 25,502 | +7.9% | 0.65% | -12.8% |
| Q2 2022 | $1,220,000 | -18.7% | 23,624 | -6.0% | 0.74% | -14.6% |
| Q1 2022 | $1,501,000 | -4.6% | 25,121 | +1.6% | 0.87% | -8.6% |
| Q4 2021 | $1,573,000 | -14.8% | 24,733 | -15.2% | 0.95% | -24.9% |
| Q3 2021 | $1,846,000 | +0.4% | 29,175 | +4.2% | 1.26% | -0.1% |
| Q2 2021 | $1,839,000 | +34.1% | 28,000 | +28.0% | 1.27% | +5.2% |
| Q1 2021 | $1,371,000 | +23.5% | 21,868 | +18.5% | 1.20% | +17.5% |
| Q4 2020 | $1,110,000 | – | 18,453 | – | 1.02% | – |
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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% |