VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $794,719 | -9.0% | 14,849 | -4.6% | 0.02% | -8.3% |
| Q2 2023 | $873,334 | -6.4% | 15,573 | -7.8% | 0.02% | -14.3% |
| Q1 2023 | $932,884 | +15.4% | 16,897 | +8.1% | 0.03% | -6.7% |
| Q4 2022 | $808,125 | +9.4% | 15,625 | +9.2% | 0.03% | -3.2% |
| Q2 2022 | $739,000 | -32.4% | 14,311 | -21.8% | 0.03% | -20.5% |
| Q1 2022 | $1,094,000 | -15.8% | 18,311 | -10.4% | 0.04% | -17.0% |
| Q4 2021 | $1,299,000 | +41.8% | 20,436 | +41.2% | 0.05% | +30.6% |
| Q3 2021 | $916,000 | -6.2% | 14,477 | -2.7% | 0.04% | -10.0% |
| Q2 2021 | $977,000 | +7.6% | 14,875 | +2.7% | 0.04% | -7.0% |
| Q1 2021 | $908,000 | +4.2% | 14,477 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $871,000 | +33.8% | 14,477 | +16.0% | 0.04% | +16.2% |
| Q3 2020 | $651,000 | +6.0% | 12,477 | -0.0% | 0.04% | 0.0% |
| Q2 2020 | $614,000 | – | 12,480 | – | 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% |