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 | $5,449 | -6.8% | 101,817 | -2.4% | 0.47% | -7.4% |
| Q2 2023 | $5,849 | -10.3% | 104,296 | -11.7% | 0.51% | -1.9% |
| Q1 2023 | $6,519 | +7.8% | 118,071 | +1.0% | 0.52% | -8.3% |
| Q4 2022 | $6,046 | -99.9% | 116,892 | -8.8% | 0.57% | -0.5% |
| Q3 2022 | $5,868,000 | -5.0% | 128,199 | +7.1% | 0.57% | -6.1% |
| Q2 2022 | $6,177,000 | -13.0% | 119,679 | +0.7% | 0.61% | +8.8% |
| Q1 2022 | $7,102,000 | -1.9% | 118,885 | +4.3% | 0.56% | +2.2% |
| Q4 2021 | $7,243,000 | +5.5% | 113,935 | +5.0% | 0.55% | -4.9% |
| Q3 2021 | $6,867,000 | -3.7% | 108,559 | -0.0% | 0.58% | -4.0% |
| Q2 2021 | $7,131,000 | +18.4% | 108,579 | +13.1% | 0.60% | +1.0% |
| Q1 2021 | $6,021,000 | +3.3% | 96,033 | -0.8% | 0.59% | -3.1% |
| Q4 2020 | $5,826,000 | +1608.5% | 96,842 | +1382.4% | 0.61% | +1204.3% |
| Q3 2020 | $341,000 | +210.0% | 6,533 | +191.8% | 0.05% | +193.8% |
| Q2 2020 | $110,000 | -35.3% | 2,239 | -44.8% | 0.02% | -52.9% |
| Q1 2020 | $170,000 | -14.6% | 4,055 | +13.3% | 0.03% | +21.4% |
| Q4 2019 | $199,000 | -15.3% | 3,579 | -21.3% | 0.03% | -24.3% |
| Q3 2019 | $235,000 | +4.0% | 4,549 | +6.1% | 0.04% | +2.8% |
| Q2 2019 | $226,000 | -93.7% | 4,287 | +2204.8% | 0.04% | +71.4% |
| Q1 2019 | $3,579,000 | +178850.0% | 186 | +72.2% | 0.02% | +50.0% |
| Q4 2018 | $2,000 | -98.6% | 108 | -96.0% | 0.01% | -30.0% |
| Q2 2018 | $147,000 | – | 2,714 | – | 0.02% | – |
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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% |