VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $790,855 | +3.0% | 14,777 | +7.9% | 0.03% | +7.1% |
| Q2 2023 | $767,862 | +0.5% | 13,692 | -1.0% | 0.03% | -6.7% |
| Q1 2023 | $763,883 | +195266.5% | 13,836 | +83.1% | 0.03% | +36.4% |
| Q4 2022 | $391 | -99.9% | 7,557 | +29.1% | 0.02% | +37.5% |
| Q3 2022 | $268,000 | -63.9% | 5,853 | -59.4% | 0.02% | -48.4% |
| Q2 2022 | $743,000 | -50.2% | 14,401 | -42.3% | 0.03% | -22.5% |
| Q1 2022 | $1,492,000 | -21.1% | 24,975 | -16.1% | 0.04% | -4.8% |
| Q4 2021 | $1,891,000 | -51.9% | 29,750 | -49.6% | 0.04% | -59.6% |
| Q3 2021 | $3,931,000 | +3.0% | 58,979 | +1.5% | 0.10% | +1.0% |
| Q2 2021 | $3,817,000 | +311.3% | 58,111 | +3.2% | 0.10% | +312.0% |
| Q1 2021 | $928,000 | – | 56,320 | – | 0.02% | – |
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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% |