VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $486,195 | -5.5% | 9,084 | -1.0% | 0.11% | -1.8% |
Q2 2023 | $514,409 | +2.7% | 9,173 | +1.1% | 0.11% | -2.7% |
Q1 2023 | $500,934 | +7.0% | 9,073 | +0.2% | 0.11% | +1.8% |
Q4 2022 | $468,226 | -10.8% | 9,053 | -21.1% | 0.11% | -16.0% |
Q3 2022 | $525,000 | -10.9% | 11,476 | +0.6% | 0.13% | -7.1% |
Q2 2022 | $589,000 | -12.6% | 11,409 | +1.1% | 0.14% | 0.0% |
Q1 2022 | $674,000 | -5.9% | 11,282 | +0.2% | 0.14% | 0.0% |
Q4 2021 | $716,000 | +2.0% | 11,263 | +1.5% | 0.14% | -2.1% |
Q3 2021 | $702,000 | -3.2% | 11,099 | +0.6% | 0.14% | -4.0% |
Q2 2021 | $725,000 | +3.3% | 11,038 | -1.4% | 0.15% | -1.3% |
Q1 2021 | $702,000 | +4.5% | 11,198 | +0.2% | 0.15% | -6.7% |
Q4 2020 | $672,000 | +14.5% | 11,171 | -0.7% | 0.16% | -5.2% |
Q3 2020 | $587,000 | +5.8% | 11,245 | -0.4% | 0.17% | -1.7% |
Q2 2020 | $555,000 | +21.2% | 11,294 | +3.4% | 0.18% | +1.2% |
Q1 2020 | $458,000 | – | 10,921 | – | 0.17% | – |
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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% |