VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 943 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,046,958 | -7.5% | 19,562 | -3.1% | 0.42% | -12.0% |
| Q2 2023 | $1,132,143 | -2.0% | 20,188 | -3.5% | 0.48% | +0.4% |
| Q1 2023 | $1,154,717 | +3.9% | 20,915 | -2.7% | 0.47% | +6.5% |
| Q4 2022 | $1,111,411 | +3.6% | 21,489 | -8.4% | 0.44% | -25.0% |
| Q3 2022 | $1,073,307 | -16.5% | 23,450 | -5.8% | 0.59% | -17.2% |
| Q2 2022 | $1,284,883 | -60.4% | 24,896 | -54.2% | 0.72% | -50.2% |
| Q1 2022 | $3,248,303 | -10.4% | 54,374 | -4.6% | 1.44% | +4.6% |
| Q4 2021 | $3,624,634 | – | 57,018 | – | 1.37% | – |
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% |