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 | $618,303 | +40.7% | 11,552 | +47.5% | 0.06% | +44.2% |
Q2 2023 | $439,372 | +1.6% | 7,834 | +0.0% | 0.04% | -4.4% |
Q1 2023 | $432,442 | -35.8% | 7,832 | -30.6% | 0.04% | -44.4% |
Q1 2022 | $674,000 | +5.8% | 11,282 | +12.5% | 0.08% | -3.6% |
Q4 2021 | $637,000 | +5.8% | 10,026 | +5.3% | 0.08% | -7.7% |
Q3 2021 | $602,000 | -0.5% | 9,520 | +3.4% | 0.09% | -9.9% |
Q2 2021 | $605,000 | +8.6% | 9,204 | +3.6% | 0.10% | -20.5% |
Q1 2021 | $557,000 | – | 8,882 | – | 0.13% | – |
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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% |