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 | $9,215,716 | -9.7% | 172,192 | -5.4% | 1.18% | -1.3% |
| Q2 2023 | $10,208,495 | +0.5% | 182,035 | -1.0% | 1.20% | -5.3% |
| Q1 2023 | $10,154,610 | +6.9% | 183,927 | +0.2% | 1.27% | -6.0% |
| Q4 2022 | $9,495,533 | +62.6% | 183,595 | +43.8% | 1.35% | +1.6% |
| Q3 2022 | $5,841,000 | -25.3% | 127,638 | -15.8% | 1.33% | +34.1% |
| Q2 2022 | $7,818,000 | +175.1% | 151,500 | +218.4% | 0.99% | +282.2% |
| Q1 2022 | $2,842,000 | +40.5% | 47,583 | +49.5% | 0.26% | +37.0% |
| Q4 2021 | $2,023,000 | +9.8% | 31,835 | +9.3% | 0.19% | +0.5% |
| Q3 2021 | $1,843,000 | -3.7% | 29,135 | 0.0% | 0.19% | -6.0% |
| Q2 2021 | $1,913,000 | +4.8% | 29,135 | 0.0% | 0.20% | -0.5% |
| Q1 2021 | $1,826,000 | +4.2% | 29,135 | 0.0% | 0.20% | +2.0% |
| Q4 2020 | $1,752,000 | – | 29,135 | – | 0.20% | – |
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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% |