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 | $772,842 | +14.6% | 14,440 | +20.1% | 0.26% | +15.2% |
| Q2 2023 | $674,155 | +2.4% | 12,021 | +0.8% | 0.22% | -7.1% |
| Q1 2023 | $658,482 | +6.9% | 11,927 | +0.2% | 0.24% | -5.9% |
| Q4 2022 | $615,887 | +18.0% | 11,908 | +4.5% | 0.26% | -2.3% |
| Q3 2022 | $522,000 | -10.9% | 11,398 | +0.4% | 0.26% | -4.4% |
| Q2 2022 | $586,000 | -20.8% | 11,354 | -8.3% | 0.27% | -22.4% |
| Q1 2022 | $740,000 | – | 12,388 | – | 0.35% | – |
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% |