VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $171,158 | +380.6% | 3,198 | +403.6% | 0.00% | +300.0% |
| Q2 2023 | $35,611 | -29.4% | 635 | -30.4% | 0.00% | 0.0% |
| Q1 2023 | $50,407 | +6.7% | 913 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $47,220 | -79.2% | 913 | -81.6% | 0.00% | -83.3% |
| Q3 2022 | $227,000 | +383.0% | 4,968 | +444.1% | 0.01% | +500.0% |
| Q2 2022 | $47,000 | -14.5% | 913 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $55,000 | -5.2% | 913 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $58,000 | 0.0% | 913 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $58,000 | +38.1% | 913 | +43.8% | 0.00% | 0.0% |
| Q2 2021 | $42,000 | -6.7% | 635 | -11.4% | 0.00% | 0.0% |
| Q1 2021 | $45,000 | -33.8% | 717 | -36.9% | 0.00% | -50.0% |
| Q4 2020 | $68,000 | +15.3% | 1,136 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $59,000 | +90.3% | 1,136 | +78.9% | 0.00% | +100.0% |
| Q2 2020 | $31,000 | -67.4% | 635 | -65.6% | 0.00% | -66.7% |
| Q3 2019 | $95,000 | – | 1,844 | – | 0.00% | – |
Download | ||||||
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% |