VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $399,163 | -4.4% | 7,458 | +0.1% | 0.01% | +12.5% |
Q2 2023 | $417,741 | -79.1% | 7,449 | -79.4% | 0.01% | -71.4% |
Q1 2023 | $1,997,527 | +6.9% | 36,181 | +0.1% | 0.03% | +12.0% |
Q4 2022 | $1,868,469 | +1909.1% | 36,127 | +2220.3% | 0.02% | +2400.0% |
Q1 2022 | $93,000 | -70.2% | 1,557 | -68.3% | 0.00% | -80.0% |
Q4 2021 | $312,000 | +3020.0% | 4,917 | +2862.0% | 0.01% | – |
Q2 2021 | $10,000 | -77.8% | 166 | -76.9% | 0.00% | -100.0% |
Q1 2021 | $45,000 | +4.7% | 720 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $43,000 | +377.8% | 720 | +333.7% | 0.00% | – |
Q3 2020 | $9,000 | +12.5% | 166 | 0.0% | 0.00% | – |
Q2 2020 | $8,000 | – | 166 | – | 0.00% | – |
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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% |