VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,043,335 | -1.5% | 19,494 | +3.2% | 0.17% | -1.8% |
Q2 2023 | $1,059,492 | +2.7% | 18,893 | +1.1% | 0.17% | -4.5% |
Q1 2023 | $1,031,901 | +5.3% | 18,690 | -1.4% | 0.18% | -1.1% |
Q4 2022 | $980,261 | +192.6% | 18,953 | +159.3% | 0.18% | +154.9% |
Q3 2022 | $335,000 | -11.1% | 7,309 | 0.0% | 0.07% | -9.0% |
Q2 2022 | $377,000 | -16.8% | 7,309 | -3.6% | 0.08% | -6.0% |
Q1 2022 | $453,000 | -4.0% | 7,585 | +2.1% | 0.08% | -4.6% |
Q4 2021 | $472,000 | +1.7% | 7,428 | +1.4% | 0.09% | -11.2% |
Q3 2021 | $464,000 | -3.5% | 7,327 | +0.1% | 0.10% | -3.0% |
Q2 2021 | $481,000 | +8.3% | 7,323 | +3.5% | 0.10% | +6.3% |
Q1 2021 | $444,000 | -43.4% | 7,075 | -45.7% | 0.10% | +5.6% |
Q4 2020 | $784,000 | +153.7% | 13,030 | +120.3% | 0.09% | +5.9% |
Q3 2020 | $309,000 | +50.0% | 5,915 | +40.9% | 0.08% | +32.8% |
Q2 2020 | $206,000 | +154.3% | 4,199 | +116.6% | 0.06% | +106.5% |
Q1 2020 | $81,000 | – | 1,939 | – | 0.03% | – |
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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% |