VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $233,347 | +7.4% | 4,360 | +12.5% | 0.18% | -8.8% |
| Q2 2023 | $217,366 | +1.6% | 3,876 | 0.0% | 0.19% | -3.0% |
| Q1 2023 | $213,994 | +1.5% | 3,876 | -4.9% | 0.20% | +7.5% |
| Q4 2022 | $210,811 | -34.1% | 4,076 | -41.7% | 0.19% | -48.2% |
| Q3 2022 | $320,000 | -22.0% | 6,988 | -12.0% | 0.36% | -19.0% |
| Q2 2022 | $410,000 | -16.0% | 7,940 | -2.8% | 0.44% | -16.4% |
| Q1 2022 | $488,000 | -6.0% | 8,165 | 0.0% | 0.53% | +3.5% |
| Q4 2021 | $519,000 | – | 8,165 | – | 0.51% | – |
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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% |