VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,187 | -4.8% | 78,247 | -0.3% | 2.71% | -5.7% |
| Q2 2023 | $4,399 | +2.3% | 78,448 | +0.7% | 2.88% | -0.5% |
| Q1 2023 | $4,300 | +6.0% | 77,902 | -0.7% | 2.89% | +1.0% |
| Q4 2022 | $4,057 | -99.9% | 78,456 | +6.3% | 2.86% | +12.9% |
| Q3 2022 | $3,379,000 | -13.4% | 73,822 | -2.3% | 2.53% | -8.4% |
| Q2 2022 | $3,900,000 | +11.3% | 75,574 | +28.8% | 2.76% | +20.9% |
| Q1 2022 | $3,504,000 | -5.5% | 58,659 | +0.6% | 2.29% | -2.6% |
| Q4 2021 | $3,708,000 | – | 58,333 | – | 2.35% | – |
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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% |