VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 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 | $33,985 | -95.9% | 635 | -95.7% | 0.01% | -96.2% |
| Q2 2023 | $835,872 | -43.7% | 14,905 | -44.6% | 0.23% | -47.9% |
| Q1 2023 | $1,485,535 | -23.4% | 26,907 | -28.2% | 0.45% | -28.6% |
| Q4 2022 | $1,939,241 | -99.9% | 37,495 | +12.7% | 0.63% | +14.8% |
| Q3 2022 | $1,522,264,000 | +65345.6% | 33,259 | -26.2% | 0.55% | -32.2% |
| Q2 2022 | $2,326,000 | -19.6% | 45,074 | -6.9% | 0.81% | -15.3% |
| Q1 2022 | $2,893,000 | +79.1% | 48,419 | +90.6% | 0.95% | +63.9% |
| Q4 2021 | $1,615,000 | +287.3% | 25,400 | +285.1% | 0.58% | +227.0% |
| Q3 2021 | $417,000 | – | 6,595 | – | 0.18% | – |
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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% |