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 | $1,220,323 | -4.6% | 22,801 | 0.0% | 0.68% | -2.6% |
| Q2 2023 | $1,278,694 | +1.6% | 22,801 | 0.0% | 0.69% | +17.2% |
| Q1 2023 | $1,258,857 | +6.7% | 22,801 | 0.0% | 0.59% | -18.3% |
| Q4 2022 | $1,179,281 | +11.7% | 22,801 | -1.2% | 0.72% | +18.9% |
| Q3 2022 | $1,056,000 | -11.0% | 23,071 | +0.3% | 0.61% | -2.2% |
| Q2 2022 | $1,187,000 | -15.9% | 22,997 | -2.7% | 0.62% | -8.2% |
| Q1 2022 | $1,412,000 | -5.9% | 23,635 | +0.1% | 0.68% | -24.7% |
| Q4 2021 | $1,501,000 | – | 23,614 | – | 0.90% | – |
Download | ||||||
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% |