VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $98,103 | -10.2% | 1,833 | -5.9% | 0.00% | 0.0% |
| Q2 2023 | $109,188 | +1.4% | 1,947 | -0.2% | 0.00% | 0.0% |
| Q1 2023 | $107,715 | -3.7% | 1,951 | -9.8% | 0.00% | -20.0% |
| Q4 2022 | $111,870 | +154.2% | 2,163 | +126.3% | 0.01% | +150.0% |
| Q3 2022 | $44,000 | -6.4% | 956 | +5.5% | 0.00% | 0.0% |
| Q2 2022 | $47,000 | -17.5% | 906 | -4.7% | 0.00% | 0.0% |
| Q1 2022 | $57,000 | +67.6% | 951 | +76.8% | 0.00% | +100.0% |
| Q4 2021 | $34,000 | +41.7% | 538 | +41.2% | 0.00% | 0.0% |
| Q3 2021 | $24,000 | +41.2% | 381 | +50.6% | 0.00% | 0.0% |
| Q2 2021 | $17,000 | +750.0% | 253 | +565.8% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | – | 38 | – | 0.00% | – |
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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% |