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 2022 | $7,880,000 | -15.1% | 172,108 | -4.3% | 14.96% | -6.2% |
Q2 2022 | $9,281,000 | -24.1% | 179,808 | -10.7% | 15.95% | +62.9% |
Q1 2022 | $12,225,000 | -8.8% | 201,332 | -4.5% | 9.79% | -3.0% |
Q4 2021 | $13,406,000 | +4.2% | 210,916 | +3.8% | 10.09% | -5.4% |
Q3 2021 | $12,862,000 | -3.0% | 203,205 | +1.1% | 10.66% | +7.8% |
Q2 2021 | $13,254,000 | +6.9% | 201,001 | +1.7% | 9.89% | +1.7% |
Q1 2021 | $12,401,000 | +3.3% | 197,717 | -0.8% | 9.72% | +1.1% |
Q4 2020 | $12,001,000 | – | 199,254 | – | 9.61% | – |
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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% |