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 | $552,101 | -4.5% | 10,316 | +0.1% | 0.09% | -23.3% |
Q2 2023 | $577,831 | -49.0% | 10,304 | -58.4% | 0.12% | -63.1% |
Q3 2022 | $1,134,000 | +27.3% | 24,768 | +43.4% | 0.31% | +69.7% |
Q2 2022 | $891,000 | -13.6% | 17,266 | +0.1% | 0.18% | -26.3% |
Q1 2022 | $1,031,000 | -5.8% | 17,256 | +0.2% | 0.25% | +4.1% |
Q4 2021 | $1,095,000 | -12.6% | 17,225 | -13.0% | 0.24% | -30.1% |
Q3 2021 | $1,253,000 | -3.5% | 19,805 | +0.2% | 0.34% | -16.5% |
Q2 2021 | $1,298,000 | +100.3% | 19,768 | +93.8% | 0.41% | +25.5% |
Q1 2021 | $648,000 | – | 10,199 | – | 0.33% | – |
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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% |