VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,960,160 | +14.3% | 36,625 | +19.7% | 0.45% | +11.5% |
Q2 2023 | $1,715,255 | +17.2% | 30,586 | +15.3% | 0.41% | +3.3% |
Q1 2023 | $1,464,066 | +20.0% | 26,518 | +12.4% | 0.39% | +12.3% |
Q4 2022 | $1,219,699 | +88.2% | 23,583 | +66.7% | 0.35% | +69.6% |
Q3 2022 | $648,000 | +23.7% | 14,149 | +39.4% | 0.21% | +29.4% |
Q2 2022 | $524,000 | +482.2% | 10,149 | +573.0% | 0.16% | +566.7% |
Q1 2022 | $90,000 | +32.4% | 1,508 | +40.0% | 0.02% | +41.2% |
Q4 2021 | $68,000 | +1.5% | 1,077 | +2.2% | 0.02% | -15.0% |
Q3 2021 | $67,000 | -1.5% | 1,054 | +1.5% | 0.02% | 0.0% |
Q2 2021 | $68,000 | +4.6% | 1,038 | +0.8% | 0.02% | 0.0% |
Q1 2021 | $65,000 | +4.8% | 1,030 | +0.2% | 0.02% | +5.3% |
Q4 2020 | $62,000 | +17.0% | 1,028 | +1.0% | 0.02% | +5.6% |
Q3 2020 | $53,000 | +6.0% | 1,018 | +0.7% | 0.02% | +12.5% |
Q2 2020 | $50,000 | – | 1,011 | – | 0.02% | – |
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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% |