VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 26 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $76,000,845 | +67.4% | 1,420,051 | +75.4% | 0.37% | +109.0% |
Q2 2023 | $45,391,462 | +110.4% | 809,409 | +135.2% | 0.18% | +247.1% |
Q1 2023 | $21,573,522 | +423.8% | 344,159 | +332.4% | 0.05% | +96.2% |
Q4 2022 | $4,118,848 | +95.2% | 79,588 | +72.6% | 0.03% | +4.0% |
Q3 2022 | $2,110,000 | -76.2% | 46,117 | -73.1% | 0.02% | -74.5% |
Q2 2022 | $8,847,000 | +2399.2% | 171,438 | +3.4% | 0.10% | +1860.0% |
Q1 2022 | $354,000 | +15.7% | 165,757 | +3343.9% | 0.01% | 0.0% |
Q4 2021 | $306,000 | +3.0% | 4,813 | +2.6% | 0.01% | -28.6% |
Q3 2021 | $297,000 | -5.7% | 4,691 | -2.2% | 0.01% | 0.0% |
Q2 2021 | $315,000 | – | 4,797 | – | 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% |