VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $48,997,774 | +188.9% | 915,504 | +202.7% | 17.67% | +163.9% |
Q2 2023 | $16,958,816 | +1.6% | 302,404 | 0.0% | 6.70% | -3.7% |
Q1 2023 | $16,695,725 | +35.0% | 302,404 | +26.4% | 6.96% | +12.2% |
Q4 2022 | $12,371,631 | -84.7% | 239,204 | -86.5% | 6.20% | -79.1% |
Q3 2022 | $80,950,000 | -11.3% | 1,768,636 | 0.0% | 29.66% | -2.4% |
Q2 2022 | $91,279,000 | -13.0% | 1,768,636 | +0.8% | 30.40% | -6.8% |
Q1 2022 | $104,870,000 | +81.0% | 1,755,436 | +92.6% | 32.63% | +23.1% |
Q4 2021 | $57,934,000 | +285.8% | 911,336 | +283.9% | 26.50% | +137.3% |
Q3 2021 | $15,018,000 | +508.0% | 237,400 | +531.4% | 11.17% | +323.7% |
Q2 2021 | $2,470,000 | – | 37,600 | – | 2.64% | – |
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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% |