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 | $35,752 | -26.7% | 668 | -23.2% | 0.00% | -33.3% |
Q2 2023 | $48,790 | +682.0% | 870 | +669.9% | 0.01% | +500.0% |
Q1 2023 | $6,239 | +6.8% | 113 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $5,844 | -81.1% | 113 | -83.4% | 0.00% | -80.0% |
Q3 2022 | $31,000 | -11.4% | 680 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $35,000 | -30.0% | 680 | -19.0% | 0.01% | -28.6% |
Q1 2022 | $50,000 | -7.4% | 839 | -1.6% | 0.01% | 0.0% |
Q4 2021 | $54,000 | +14.9% | 853 | +15.3% | 0.01% | +16.7% |
Q3 2021 | $47,000 | +27.0% | 740 | +30.5% | 0.01% | +20.0% |
Q2 2021 | $37,000 | +19.4% | 567 | +15.0% | 0.01% | 0.0% |
Q1 2021 | $31,000 | -3.1% | 493 | -20.1% | 0.01% | -28.6% |
Q3 2019 | $32,000 | 0.0% | 617 | +0.5% | 0.01% | 0.0% |
Q2 2019 | $32,000 | +3.2% | 614 | +1.2% | 0.01% | 0.0% |
Q1 2019 | $31,000 | +6.9% | 607 | +0.3% | 0.01% | 0.0% |
Q4 2018 | $29,000 | +1350.0% | 605 | +1733.3% | 0.01% | +600.0% |
Q3 2018 | $2,000 | -93.8% | 33 | -94.5% | 0.00% | -85.7% |
Q2 2018 | $32,000 | -3.0% | 595 | +1.0% | 0.01% | 0.0% |
Q1 2018 | $33,000 | 0.0% | 589 | +0.3% | 0.01% | 0.0% |
Q4 2017 | $33,000 | +3.1% | 587 | +0.9% | 0.01% | 0.0% |
Q3 2017 | $32,000 | -99.5% | 582 | -99.5% | 0.01% | -99.2% |
Q3 2016 | $5,951,000 | – | 126,045 | – | 0.87% | – |
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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% |