VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,053,191 | -5.7% | 748,378 | -1.2% | 0.49% | +1.9% |
| Q2 2023 | $42,488,507 | -7.2% | 757,641 | -8.7% | 0.48% | -12.4% |
| Q1 2023 | $45,803,265 | -5.1% | 829,619 | -11.1% | 0.55% | -7.9% |
| Q4 2022 | $48,246,899 | +608.6% | 932,848 | +527.1% | 0.59% | +538.7% |
| Q3 2022 | $6,809,000 | +8.7% | 148,760 | +22.5% | 0.09% | +13.4% |
| Q2 2022 | $6,265,000 | +19.8% | 121,398 | +38.6% | 0.08% | +36.7% |
| Q1 2022 | $5,231,000 | -49.0% | 87,569 | -45.8% | 0.06% | -46.4% |
| Q4 2021 | $10,266,000 | +143.3% | 161,498 | +142.2% | 0.11% | +124.0% |
| Q3 2021 | $4,219,000 | -51.8% | 66,687 | -6.1% | 0.05% | -3.8% |
| Q2 2021 | $8,756,000 | +117.6% | 71,042 | +10.7% | 0.05% | +2.0% |
| Q1 2021 | $4,023,000 | +4.2% | 64,164 | 0.0% | 0.05% | -7.3% |
| Q4 2020 | $3,860,000 | +15.5% | 64,164 | +0.1% | 0.06% | +3.8% |
| Q3 2020 | $3,342,000 | -18.7% | 64,069 | -23.4% | 0.05% | -25.4% |
| Q2 2020 | $4,112,000 | -62.1% | 83,619 | -67.7% | 0.07% | -67.9% |
| Q1 2020 | $10,862,000 | -33.8% | 258,859 | -12.1% | 0.22% | -16.9% |
| Q4 2019 | $16,402,000 | +7.8% | 294,524 | 0.0% | 0.27% | -0.4% |
| Q3 2019 | $15,215,000 | -3.2% | 294,524 | -1.2% | 0.27% | -5.3% |
| Q2 2019 | $15,718,000 | -0.9% | 297,974 | -2.5% | 0.28% | -4.1% |
| Q1 2019 | $15,862,000 | -69.9% | 305,630 | -72.6% | 0.29% | -73.8% |
| Q4 2018 | $52,677,000 | – | 1,115,555 | – | 1.12% | – |
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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% |