VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,980 | -4.5% | 36,989 | 0.0% | 0.38% | +2.4% |
Q2 2023 | $2,074 | +1.6% | 36,989 | 0.0% | 0.37% | +1.1% |
Q1 2023 | $2,042 | +6.7% | 36,989 | 0.0% | 0.37% | +4.5% |
Q4 2022 | $1,913 | -99.9% | 36,989 | 0.0% | 0.35% | +8.0% |
Q3 2022 | $1,693,000 | -11.3% | 36,989 | 0.0% | 0.33% | -2.4% |
Q2 2022 | $1,909,000 | -13.6% | 36,989 | 0.0% | 0.34% | +0.3% |
Q1 2022 | $2,210,000 | -6.0% | 36,989 | 0.0% | 0.33% | -2.6% |
Q4 2021 | $2,351,000 | +0.5% | 36,989 | 0.0% | 0.34% | -5.5% |
Q3 2021 | $2,340,000 | -3.7% | 36,989 | 0.0% | 0.36% | -3.7% |
Q2 2021 | $2,429,000 | +4.7% | 36,989 | 0.0% | 0.38% | 0.0% |
Q1 2021 | $2,319,000 | +4.2% | 36,989 | 0.0% | 0.38% | -5.8% |
Q4 2020 | $2,225,000 | +15.3% | 36,989 | 0.0% | 0.40% | -9.3% |
Q3 2020 | $1,930,000 | +532.8% | 36,989 | +496.0% | 0.44% | +530.0% |
Q2 2020 | $305,000 | – | 6,206 | – | 0.07% | – |
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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% |