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 | $2,917,192 | -2.8% | 54,507 | +1.9% | 4.00% | -0.2% |
| Q2 2023 | $2,999,826 | +1.6% | 53,492 | +0.0% | 4.01% | +1.5% |
| Q1 2023 | $2,953,256 | +11.0% | 53,491 | +4.0% | 3.95% | +4.1% |
| Q4 2022 | $2,659,878 | +243.7% | 51,428 | +204.1% | 3.79% | +210.3% |
| Q3 2022 | $774,000 | +18.7% | 16,909 | +33.8% | 1.22% | +19.7% |
| Q2 2022 | $652,000 | -15.5% | 12,634 | -2.3% | 1.02% | -0.2% |
| Q1 2022 | $772,000 | -7.0% | 12,926 | -1.0% | 1.02% | -4.2% |
| Q4 2021 | $830,000 | – | 13,058 | – | 1.07% | – |
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% |