VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,016 | -5.7% | 18,989 | -1.1% | 0.08% | -1.3% |
| Q2 2023 | $1,077 | +2.1% | 19,209 | +0.5% | 0.08% | -3.8% |
| Q1 2023 | $1,055 | +10.6% | 19,109 | +3.6% | 0.08% | +5.3% |
| Q4 2022 | $954 | -99.9% | 18,441 | -16.0% | 0.08% | -9.6% |
| Q3 2022 | $1,004,000 | -15.1% | 21,946 | -4.2% | 0.08% | -9.8% |
| Q2 2022 | $1,182,000 | -8.1% | 22,911 | +6.5% | 0.09% | +15.0% |
| Q1 2022 | $1,286,000 | -6.0% | 21,521 | 0.0% | 0.08% | +2.6% |
| Q4 2021 | $1,368,000 | -7.5% | 21,521 | -8.0% | 0.08% | -12.4% |
| Q3 2021 | $1,479,000 | +22.1% | 23,383 | +26.8% | 0.09% | +21.9% |
| Q2 2021 | $1,211,000 | +125.9% | 18,443 | +115.8% | 0.07% | +102.8% |
| Q1 2021 | $536,000 | +4.3% | 8,545 | 0.0% | 0.04% | -5.3% |
| Q4 2020 | $514,000 | +15.2% | 8,545 | 0.0% | 0.04% | -5.0% |
| Q3 2020 | $446,000 | – | 8,545 | – | 0.04% | – |
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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% |