VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,092,357 | -5.6% | 40,542 | +3.2% | 0.11% | -1.7% |
Q2 2023 | $2,217,608 | +7.4% | 39,284 | +7.0% | 0.12% | -5.0% |
Q1 2023 | $2,065,421 | +83.6% | 36,725 | +81.9% | 0.12% | +75.4% |
Q4 2022 | $1,125,214 | +5.7% | 20,190 | -7.1% | 0.07% | -9.2% |
Q3 2022 | $1,065,000 | -6.6% | 21,729 | +2.0% | 0.08% | -8.4% |
Q2 2022 | $1,140,000 | -11.2% | 21,305 | -10.5% | 0.08% | -15.3% |
Q1 2022 | $1,284,000 | -36.7% | 23,801 | -27.9% | 0.10% | -31.9% |
Q4 2021 | $2,027,000 | -4.3% | 33,016 | +2.3% | 0.14% | -3.4% |
Q3 2021 | $2,119,000 | -49.4% | 32,274 | -50.0% | 0.15% | -3.9% |
Q2 2021 | $4,184,000 | +102.0% | 64,574 | +103.3% | 0.16% | -9.4% |
Q1 2021 | $2,071,000 | +6.3% | 31,761 | +2.4% | 0.17% | -7.6% |
Q4 2020 | $1,948,000 | +8016.7% | 31,023 | +6918.8% | 0.18% | +4525.0% |
Q3 2017 | $24,000 | -73.6% | 442 | -77.7% | 0.00% | -87.9% |
Q4 2016 | $91,000 | -2.2% | 1,980 | 0.0% | 0.03% | -10.8% |
Q3 2016 | $93,000 | +5.7% | 1,980 | 0.0% | 0.04% | -11.9% |
Q2 2016 | $88,000 | -1.1% | 1,980 | 0.0% | 0.04% | -8.7% |
Q1 2016 | $89,000 | – | 1,980 | – | 0.05% | – |
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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% |