VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $1,725,000 | -11.4% | 37,683 | -0.1% | 0.28% | -7.0% |
Q2 2022 | $1,946,000 | -13.6% | 37,706 | 0.0% | 0.30% | -0.7% |
Q1 2022 | $2,253,000 | -0.8% | 37,706 | +5.6% | 0.30% | +4.5% |
Q4 2021 | $2,271,000 | +0.1% | 35,717 | -0.4% | 0.29% | -10.3% |
Q3 2021 | $2,269,000 | -7.5% | 35,867 | -3.9% | 0.32% | -11.6% |
Q2 2021 | $2,452,000 | +2.9% | 37,327 | -1.8% | 0.36% | -7.4% |
Q1 2021 | $2,382,000 | -55.9% | 37,994 | -57.7% | 0.39% | -16.1% |
Q4 2020 | $5,406,000 | +121.8% | 89,858 | +92.3% | 0.47% | -2.3% |
Q3 2020 | $2,437,000 | +5.1% | 46,719 | -0.9% | 0.48% | -4.2% |
Q2 2020 | $2,318,000 | -56.9% | 47,139 | -63.2% | 0.50% | -32.1% |
Q1 2020 | $5,378,000 | -47.1% | 128,180 | -29.8% | 0.74% | -69.8% |
Q4 2019 | $10,167,000 | -63.3% | 182,560 | -65.9% | 2.44% | -36.8% |
Q3 2019 | $27,668,000 | -3.1% | 535,570 | -1.1% | 3.86% | -5.4% |
Q2 2019 | $28,566,000 | -1.2% | 541,530 | -2.8% | 4.08% | -9.8% |
Q1 2019 | $28,906,000 | +119.9% | 556,968 | +100.1% | 4.52% | -8.2% |
Q4 2018 | $13,145,000 | -13.5% | 278,365 | -1.1% | 4.93% | -2.5% |
Q3 2018 | $15,200,000 | -52.0% | 281,484 | -51.9% | 5.06% | -10.5% |
Q2 2018 | $31,634,000 | +0.9% | 584,740 | +6.0% | 5.64% | -10.2% |
Q4 2017 | $31,344,000 | +4.7% | 551,758 | +0.9% | 6.29% | -2.1% |
Q3 2017 | $29,930,000 | +117.9% | 546,866 | +106.9% | 6.42% | -2.1% |
Q2 2017 | $13,734,000 | -41.2% | 264,263 | -43.8% | 6.56% | +9.2% |
Q1 2017 | $23,344,000 | +115.2% | 469,884 | +98.7% | 6.00% | +7.8% |
Q4 2016 | $10,847,000 | +3.8% | 236,422 | +6.8% | 5.57% | +4.2% |
Q3 2016 | $10,451,000 | -40.9% | 221,367 | -44.3% | 5.35% | +7.6% |
Q2 2016 | $17,674,000 | +127.5% | 397,350 | +129.7% | 4.97% | +8.2% |
Q1 2016 | $7,768,000 | -55.4% | 172,960 | -55.2% | 4.59% | -63.1% |
Q4 2015 | $17,399,000 | – | 385,715 | – | 12.43% | – |
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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% |