VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,282,726 | +2.7% | 976,882 | +7.6% | 7.39% | +6.4% |
| Q2 2023 | $50,915,370 | -3.3% | 907,906 | -4.8% | 6.94% | -11.4% |
| Q1 2023 | $52,648,920 | +118.9% | 953,612 | +105.0% | 7.83% | +86.0% |
| Q4 2022 | $24,056,266 | -33.5% | 465,125 | -41.2% | 4.21% | -41.2% |
| Q3 2022 | $36,190,000 | -0.8% | 790,690 | +11.9% | 7.16% | -1.6% |
| Q2 2022 | $36,471,000 | +0.8% | 706,660 | +16.6% | 7.28% | +6.4% |
| Q1 2022 | $36,191,000 | – | 605,806 | – | 6.85% | – |
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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% |