VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,013,867 | -2.6% | 19,603 | +5.6% | 0.02% | +4.8% |
| Q2 2023 | $1,041,125 | +10.8% | 18,565 | +9.1% | 0.02% | +5.0% |
| Q1 2023 | $939,564 | +47.5% | 17,018 | +38.2% | 0.02% | +66.7% |
| Q4 2022 | $636,788 | +20.4% | 12,312 | +6.5% | 0.01% | +9.1% |
| Q3 2022 | $529,000 | -11.4% | 11,560 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $597,000 | -28.8% | 11,558 | -17.7% | 0.01% | -21.4% |
| Q1 2022 | $839,000 | -5.6% | 14,051 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $889,000 | +19.5% | 13,993 | +19.0% | 0.01% | +7.7% |
| Q3 2021 | $744,000 | +6.0% | 11,759 | +5.1% | 0.01% | 0.0% |
| Q1 2021 | $702,000 | +3.1% | 11,185 | -1.2% | 0.01% | 0.0% |
| Q4 2020 | $681,000 | +10.6% | 11,322 | -4.2% | 0.01% | -7.1% |
| Q3 2020 | $616,000 | -28.4% | 11,820 | -32.4% | 0.01% | -30.0% |
| Q2 2020 | $860,000 | – | 17,485 | – | 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% |