VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 26 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,244,340 | -5.1% | 23,250 | 0.0% | 0.10% | -1.0% |
Q2 2023 | $1,311,765 | -2.0% | 23,250 | -4.1% | 0.10% | -5.8% |
Q1 2023 | $1,338,843 | +1.9% | 24,250 | -4.5% | 0.10% | -1.0% |
Q4 2022 | $1,313,688 | +13.9% | 25,400 | +0.8% | 0.10% | +2.9% |
Q3 2022 | $1,153,000 | +17.5% | 25,200 | +32.6% | 0.10% | +22.9% |
Q2 2022 | $981,000 | -22.8% | 19,000 | -10.6% | 0.08% | -13.5% |
Q1 2022 | $1,270,000 | +14.9% | 21,262 | +22.4% | 0.10% | +17.1% |
Q4 2021 | $1,105,000 | +6.9% | 17,375 | +6.3% | 0.08% | 0.0% |
Q3 2021 | $1,034,000 | -1.6% | 16,350 | +2.2% | 0.08% | -1.2% |
Q2 2021 | $1,051,000 | +11.7% | 16,000 | +6.7% | 0.08% | +5.1% |
Q1 2021 | $941,000 | +4.3% | 15,000 | 0.0% | 0.08% | -2.5% |
Q4 2020 | $902,000 | +15.2% | 15,000 | 0.0% | 0.08% | +1.2% |
Q3 2020 | $783,000 | +6.1% | 15,000 | 0.0% | 0.08% | -2.4% |
Q2 2020 | $738,000 | +17.3% | 15,000 | 0.0% | 0.08% | -2.4% |
Q1 2020 | $629,000 | – | 15,000 | – | 0.08% | – |
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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% |