VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,038,817 | +47.8% | 17,923 | +36.5% | 0.05% | +34.3% |
| Q3 2023 | $702,878 | -0.4% | 13,133 | +4.3% | 0.04% | 0.0% |
| Q2 2023 | $705,935 | +1.7% | 12,588 | +0.2% | 0.04% | -2.8% |
| Q1 2023 | $693,824 | +117100.0% | 12,567 | +9.8% | 0.04% | +9.1% |
| Q4 2022 | $592 | -99.9% | 11,442 | 0.0% | 0.03% | +6.5% |
| Q3 2022 | $524,000 | -10.7% | 11,442 | +0.5% | 0.03% | -6.1% |
| Q2 2022 | $587,000 | -13.7% | 11,382 | 0.0% | 0.03% | +3.1% |
| Q1 2022 | $680,000 | -5.4% | 11,382 | +0.7% | 0.03% | 0.0% |
| Q4 2021 | $719,000 | +0.6% | 11,307 | 0.0% | 0.03% | -3.0% |
| Q3 2021 | $715,000 | -3.8% | 11,307 | 0.0% | 0.03% | -5.7% |
| Q2 2021 | $743,000 | – | 11,307 | – | 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% |