VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $319,237 | +1.7% | 5,965 | +6.5% | 0.05% | +3.9% |
Q2 2023 | $314,036 | +4.5% | 5,600 | +2.9% | 0.05% | -3.8% |
Q1 2023 | $300,465 | +10.0% | 5,442 | +3.0% | 0.05% | +1.9% |
Q4 2022 | $273,116 | +16.7% | 5,281 | +3.4% | 0.05% | +6.1% |
Q3 2022 | $234,000 | -8.2% | 5,108 | +3.3% | 0.05% | -9.3% |
Q2 2022 | $255,000 | -10.8% | 4,947 | +3.3% | 0.05% | 0.0% |
Q1 2022 | $286,000 | -3.4% | 4,788 | +2.8% | 0.05% | -5.3% |
Q4 2021 | $296,000 | +134.9% | 4,659 | +133.8% | 0.06% | +119.2% |
Q3 2021 | $126,000 | -78.3% | 1,993 | -79.3% | 0.03% | -82.3% |
Q4 2020 | $581,000 | +16.4% | 9,650 | +0.9% | 0.15% | -18.3% |
Q3 2020 | $499,000 | +6.6% | 9,566 | +0.6% | 0.18% | -0.6% |
Q2 2020 | $468,000 | -43.5% | 9,510 | -38.0% | 0.18% | -50.5% |
Q3 2018 | $829,000 | – | 15,349 | – | 0.37% | – |
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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% |