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 | $4,144,096 | +0.3% | 77,431 | +5.1% | 4.03% | -1.3% |
| Q2 2023 | $4,131,372 | +6.2% | 73,669 | +4.5% | 4.08% | +1.7% |
| Q1 2023 | $3,891,632 | 0.0% | 70,488 | 0.0% | 4.01% | 0.0% |
| Q4 2022 | $3,891,632 | +19.4% | 70,488 | -1.0% | 4.01% | +31.8% |
| Q3 2022 | $3,258,206 | -9.6% | 71,187 | +2.0% | 3.04% | -13.2% |
| Q2 2022 | $3,602,262 | -8.5% | 69,798 | +5.9% | 3.51% | -3.0% |
| Q1 2022 | $3,937,171 | – | 65,905 | – | 3.62% | – |
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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% |