VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. 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 | $55,090 | -6.3% | 1,029,333 | -1.8% | 7.81% | -2.4% |
Q2 2023 | $58,787 | +1.4% | 1,048,279 | -0.1% | 8.00% | -2.9% |
Q1 2023 | $57,949 | +6.1% | 1,049,609 | -0.6% | 8.24% | -3.6% |
Q4 2022 | $54,611 | -99.9% | 1,055,898 | +3.0% | 8.54% | +10.4% |
Q3 2022 | $46,904,000 | -5.2% | 1,024,784 | +6.8% | 7.73% | +1.4% |
Q2 2022 | $49,501,000 | -11.7% | 959,127 | +2.2% | 7.63% | +13.2% |
Q1 2022 | $56,088,000 | +0.8% | 938,870 | +7.3% | 6.74% | -0.8% |
Q4 2021 | $55,633,000 | -19.6% | 875,146 | -20.0% | 6.80% | -37.4% |
Q3 2021 | $69,231,000 | -51.9% | 1,094,397 | -50.0% | 10.86% | -0.4% |
Q2 2021 | $143,890,000 | +172.2% | 2,190,788 | +159.8% | 10.90% | +16.3% |
Q1 2021 | $52,868,000 | +11.2% | 843,189 | +6.7% | 9.38% | +12.9% |
Q4 2020 | $47,543,000 | +14.9% | 790,272 | -0.4% | 8.30% | -2.6% |
Q3 2020 | $41,386,000 | +106.7% | 793,297 | +94.8% | 8.52% | +86.1% |
Q2 2020 | $20,025,000 | +650.3% | 407,252 | +540.1% | 4.58% | +446.4% |
Q1 2020 | $2,669,000 | – | 63,620 | – | 0.84% | – |
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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% |