VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 698 filers reported holding VANGUARD STAR FDS in Q2 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 | $394,603 | +28.4% | 7,373 | +34.5% | 0.05% | +20.9% |
Q2 2023 | $307,374 | +1.6% | 5,481 | 0.0% | 0.04% | -4.4% |
Q1 2023 | $302,606 | +23303.4% | 5,481 | +21824.0% | 0.04% | – |
Q4 2022 | $1,293 | +29.3% | 25 | 0.0% | 0.00% | – |
Q3 2022 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
Q2 2022 | $1,000 | -94.1% | 25 | -91.4% | 0.00% | -100.0% |
Q1 2022 | $17,000 | -15.0% | 290 | -7.9% | 0.00% | -33.3% |
Q4 2021 | $20,000 | 0.0% | 315 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $20,000 | -4.8% | 315 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $21,000 | +5.0% | 315 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $20,000 | -9.1% | 315 | -15.8% | 0.00% | -25.0% |
Q4 2020 | $22,000 | +10.0% | 374 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $20,000 | +11.1% | 374 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $18,000 | +12.5% | 374 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $16,000 | -23.8% | 374 | 0.0% | 0.00% | -20.0% |
Q4 2019 | $21,000 | – | 374 | – | 0.01% | – |
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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% |