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 | $462,681 | -4.6% | 8,645 | 0.0% | 0.04% | -4.5% |
Q2 2023 | $484,812 | +1.6% | 8,645 | 0.0% | 0.04% | -2.2% |
Q1 2023 | $477,291 | +6.7% | 8,645 | 0.0% | 0.04% | -2.2% |
Q4 2022 | $447,119 | +12.9% | 8,645 | 0.0% | 0.05% | +4.5% |
Q3 2022 | $396,000 | -11.2% | 8,645 | 0.0% | 0.04% | -6.4% |
Q2 2022 | $446,000 | -13.6% | 8,645 | 0.0% | 0.05% | -2.1% |
Q1 2022 | $516,000 | -5.7% | 8,645 | 0.0% | 0.05% | -12.7% |
Q3 2021 | $547,000 | -2.0% | 8,645 | +1.7% | 0.06% | -5.2% |
Q2 2021 | $558,000 | +4.7% | 8,503 | 0.0% | 0.06% | -3.3% |
Q1 2021 | $533,000 | +4.1% | 8,503 | 0.0% | 0.06% | -1.6% |
Q4 2020 | $512,000 | +15.3% | 8,503 | 0.0% | 0.06% | +3.4% |
Q3 2020 | $444,000 | +6.2% | 8,503 | 0.0% | 0.06% | +1.7% |
Q2 2020 | $418,000 | +17.1% | 8,503 | 0.0% | 0.06% | -3.3% |
Q1 2020 | $357,000 | – | 8,503 | – | 0.06% | – |
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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% |