VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,853,156 | +2.4% | 34,625 | +7.3% | 0.08% | +5.6% |
| Q2 2023 | $1,810,502 | +25.2% | 32,284 | +23.2% | 0.07% | +20.0% |
| Q1 2023 | $1,446,616 | +9.4% | 26,202 | +2.5% | 0.06% | -20.0% |
| Q4 2022 | $1,322,000 | +25.5% | 25,562 | +11.1% | 0.08% | +31.6% |
| Q3 2022 | $1,053,000 | -14.9% | 23,017 | -3.9% | 0.06% | -9.5% |
| Q2 2022 | $1,237,000 | -9.6% | 23,962 | +4.6% | 0.06% | -3.1% |
| Q1 2022 | $1,369,000 | +0.7% | 22,909 | +7.2% | 0.06% | -13.3% |
| Q4 2021 | $1,359,000 | – | 21,373 | – | 0.08% | – |
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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% |