VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $59,849,157 | +1.0% | 1,346,037 | +3.9% | 8.80% | +5.7% |
Q2 2023 | $59,231,910 | +6.4% | 1,295,085 | +4.2% | 8.33% | +0.3% |
Q1 2023 | $55,648,330 | +5.1% | 1,243,048 | -32.3% | 8.30% | -5.5% |
Q4 2022 | $52,971,565 | +27.0% | 1,836,378 | +46.4% | 8.79% | +1.9% |
Q3 2022 | $41,706,000 | -14.2% | 1,254,502 | -6.9% | 8.62% | -7.5% |
Q2 2022 | $48,627,000 | -7.5% | 1,346,945 | +31.3% | 9.32% | -3.2% |
Q1 2022 | $52,549,000 | +11.7% | 1,025,716 | +14.5% | 9.63% | +6.2% |
Q4 2021 | $47,058,000 | +2.8% | 895,868 | +2.0% | 9.07% | -5.8% |
Q3 2021 | $45,772,000 | +3.9% | 878,384 | +5.7% | 9.63% | +4.0% |
Q2 2021 | $44,037,000 | +8.2% | 831,335 | +3.6% | 9.25% | +1.8% |
Q1 2021 | $40,689,000 | +14.2% | 802,397 | +8.5% | 9.09% | +1.6% |
Q4 2020 | $35,630,000 | +22.2% | 739,382 | -15.9% | 8.95% | +0.4% |
Q3 2020 | $29,164,000 | +23.1% | 879,349 | +46.2% | 8.91% | +11.8% |
Q2 2020 | $23,688,000 | +27.5% | 601,572 | +35.9% | 7.97% | +5.0% |
Q1 2020 | $18,577,000 | +1372.0% | 442,741 | +1853.6% | 7.59% | +1083.9% |
Q4 2019 | $1,262,000 | – | 22,663 | – | 0.64% | – |
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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% |