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 | $4,488,542 | +5.0% | 83,867 | +10.0% | 0.15% | +6.5% |
Q2 2023 | $4,275,402 | +3.2% | 76,238 | +1.6% | 0.14% | -8.6% |
Q1 2023 | $4,143,175 | +5.7% | 75,044 | -0.9% | 0.15% | +6.3% |
Q4 2022 | $3,918,325 | +18.6% | 75,760 | +4.9% | 0.14% | -0.7% |
Q3 2022 | $3,305,000 | -7.8% | 72,204 | +3.9% | 0.14% | +28.8% |
Q2 2022 | $3,586,000 | -14.0% | 69,480 | -0.4% | 0.11% | -55.8% |
Q1 2022 | $4,168,000 | +843.0% | 69,770 | +903.0% | 0.25% | +483.7% |
Q4 2021 | $442,000 | +17.9% | 6,956 | +17.3% | 0.04% | +10.3% |
Q3 2021 | $375,000 | -4.8% | 5,930 | -1.2% | 0.04% | +5.4% |
Q2 2021 | $394,000 | – | 6,003 | – | 0.04% | – |
Download |
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% |