VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 148 filers reported holding VANGUARD STAR FDS in Q3 2015. The put-call ratio across all filers is 2.62 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $772,026 | -27.1% | 14,425 | -23.6% | 0.01% | -50.0% |
Q2 2023 | $1,058,510 | +155.2% | 18,875 | +135.3% | 0.02% | +33.3% |
Q4 2022 | $414,846 | -88.2% | 8,021 | -89.5% | 0.01% | -88.7% |
Q3 2022 | $3,507,000 | +999.4% | 76,628 | +1335.5% | 0.11% | +863.6% |
Q1 2022 | $319,000 | +7.0% | 5,338 | +13.8% | 0.01% | -15.4% |
Q4 2021 | $298,000 | -72.4% | 4,691 | -71.5% | 0.01% | -60.6% |
Q2 2021 | $1,081,000 | +29.3% | 16,463 | +18.5% | 0.03% | +65.0% |
Q4 2020 | $836,000 | -13.4% | 13,890 | -24.1% | 0.02% | +100.0% |
Q2 2019 | $965,000 | +97.7% | 18,303 | +113.1% | 0.01% | -23.1% |
Q4 2017 | $488,000 | -56.7% | 8,590 | -58.3% | 0.01% | -87.4% |
Q3 2017 | $1,127,000 | +113.9% | 20,588 | +102.9% | 0.10% | +3.0% |
Q2 2017 | $527,000 | +129.1% | 10,149 | +96.2% | 0.10% | -20.0% |
Q2 2016 | $230,000 | -42.2% | 5,174 | -42.4% | 0.12% | -80.0% |
Q3 2015 | $398,000 | +76.9% | 8,981 | +100.7% | 0.62% | +66.7% |
Q2 2015 | $225,000 | -13.5% | 4,475 | -13.2% | 0.38% | +40.4% |
Q1 2015 | $260,000 | – | 5,157 | – | 0.27% | – |
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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% |