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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $211,000 | -10.2% | 4,080 | +3.8% | 0.00% | 0.0% |
| Q1 2022 | $235,000 | +2.2% | 3,930 | +8.5% | 0.00% | 0.0% |
| Q4 2021 | $230,000 | +0.4% | 3,622 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $229,000 | +2.7% | 3,622 | +6.7% | 0.00% | 0.0% |
| Q2 2021 | $223,000 | +4.7% | 3,393 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $213,000 | -73.6% | 3,393 | -74.7% | 0.00% | -75.0% |
| Q4 2020 | $807,000 | -9.1% | 13,415 | -21.2% | 0.01% | -20.0% |
| Q3 2020 | $888,000 | +240.2% | 17,026 | +220.5% | 0.01% | +233.3% |
| Q2 2020 | $261,000 | +17.0% | 5,312 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $223,000 | -99.9% | 5,312 | +25.3% | 0.00% | 0.0% |
| Q1 2018 | $239,772,000 | – | 4,240 | – | 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% |