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 | $23,856 | -9.6% | 445,738 | -5.3% | 0.13% | -9.0% |
| Q2 2023 | $26,384 | +20.0% | 470,474 | +18.2% | 0.14% | -6.5% |
| Q1 2023 | $21,984 | +1.2% | 398,191 | -5.2% | 0.16% | +8.4% |
| Q4 2022 | $21,713 | -99.9% | 419,818 | -7.8% | 0.14% | -9.5% |
| Q3 2022 | $20,832,000 | -9.3% | 455,139 | +2.3% | 0.16% | -9.7% |
| Q2 2022 | $22,971,000 | -49.3% | 445,078 | -41.4% | 0.18% | -45.3% |
| Q1 2022 | $45,347,000 | +12.0% | 759,066 | +19.2% | 0.32% | +10.0% |
| Q4 2021 | $40,477,000 | +127.8% | 636,731 | +126.7% | 0.29% | +106.4% |
| Q3 2021 | $17,771,000 | +2.5% | 280,915 | +6.4% | 0.14% | -3.4% |
| Q2 2021 | $17,344,000 | +24.9% | 264,062 | +19.2% | 0.15% | +9.8% |
| Q1 2021 | $13,886,000 | +5.6% | 221,475 | +1.3% | 0.13% | -5.0% |
| Q4 2020 | $13,148,000 | +8.5% | 218,552 | -5.9% | 0.14% | -7.9% |
| Q3 2020 | $12,120,000 | +9.1% | 232,324 | +2.9% | 0.15% | +2.0% |
| Q2 2020 | $11,104,000 | -9.6% | 225,834 | -22.9% | 0.15% | -29.4% |
| Q1 2020 | $12,284,000 | -23.4% | 292,759 | +1.7% | 0.21% | -7.9% |
| Q4 2019 | $16,035,000 | +3.4% | 287,931 | -4.0% | 0.23% | -8.4% |
| Q3 2019 | $15,501,000 | -8.8% | 300,053 | -6.9% | 0.25% | +2.5% |
| Q2 2019 | $16,992,000 | +1.7% | 322,121 | +0.1% | 0.24% | -5.4% |
| Q1 2019 | $16,704,000 | +19.0% | 321,842 | +8.3% | 0.26% | +2.4% |
| Q4 2018 | $14,038,000 | -3.3% | 297,290 | +10.6% | 0.25% | +2.9% |
| Q3 2018 | $14,514,000 | -7.4% | 268,787 | -7.2% | 0.24% | -28.4% |
| Q2 2018 | $15,677,000 | -10.9% | 289,783 | -6.8% | 0.34% | -8.1% |
| Q1 2018 | $17,589,000 | +270.8% | 311,035 | +272.6% | 0.37% | +313.3% |
| Q4 2017 | $4,743,000 | +22.1% | 83,484 | +17.6% | 0.09% | +12.5% |
| Q3 2017 | $3,886,000 | +62.2% | 71,006 | +54.0% | 0.08% | +73.9% |
| Q2 2017 | $2,396,000 | +54.7% | 46,100 | +47.8% | 0.05% | +48.4% |
| Q1 2017 | $1,549,000 | – | 31,188 | – | 0.03% | – |
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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% |