VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,338,589 | +4.9% | 25,011 | +10.0% | 0.20% | +21.2% |
| Q2 2023 | $1,275,540 | +4.1% | 22,745 | +2.5% | 0.16% | +2.5% |
| Q1 2023 | $1,225,717 | +6.7% | 22,201 | 0.0% | 0.16% | +1.3% |
| Q4 2022 | $1,148,236 | +116.6% | 22,201 | +91.6% | 0.16% | +87.1% |
| Q3 2022 | $530,000 | -9.4% | 11,590 | +2.2% | 0.08% | -5.6% |
| Q2 2022 | $585,000 | -13.5% | 11,336 | +0.2% | 0.09% | -1.1% |
| Q1 2022 | $676,000 | -5.8% | 11,317 | +0.2% | 0.09% | -4.2% |
| Q4 2021 | $718,000 | -3.0% | 11,293 | 0.0% | 0.10% | -5.0% |
| Q3 2021 | $740,000 | -0.3% | 11,293 | 0.0% | 0.10% | -2.0% |
| Q2 2021 | $742,000 | +4.1% | 11,293 | -0.6% | 0.10% | -3.8% |
| Q1 2021 | $713,000 | +4.2% | 11,364 | 0.0% | 0.11% | -10.2% |
| Q4 2020 | $684,000 | – | 11,364 | – | 0.12% | – |
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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% |