VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 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 | $6,270,490 | -1.6% | 117,162 | +3.1% | 3.85% | -2.7% |
| Q2 2023 | $6,369,825 | +1.0% | 113,585 | -0.6% | 3.95% | -6.1% |
| Q1 2023 | $6,306,783 | +7.2% | 114,233 | +0.4% | 4.21% | -1.5% |
| Q4 2022 | $5,885,406 | +12.4% | 113,794 | -0.5% | 4.27% | +18.7% |
| Q3 2022 | $5,236,000 | +6.2% | 114,397 | +19.8% | 3.60% | +6.7% |
| Q2 2022 | $4,930,000 | -61.1% | 95,520 | -54.9% | 3.37% | -28.8% |
| Q1 2022 | $12,664,000 | +107.4% | 211,988 | +120.7% | 4.74% | -2.5% |
| Q4 2021 | $6,105,000 | +4.6% | 96,031 | +4.0% | 4.86% | -4.9% |
| Q3 2021 | $5,838,000 | -0.6% | 92,294 | +3.2% | 5.11% | -9.3% |
| Q2 2021 | $5,874,000 | +7.8% | 89,434 | +2.9% | 5.63% | -4.1% |
| Q1 2021 | $5,447,000 | – | 86,881 | – | 5.87% | – |
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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% |