VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,616,783 | +150.0% | 67,578 | +162.0% | 0.27% | +169.7% |
Q2 2023 | $1,446,504 | +9.7% | 25,794 | +8.0% | 0.10% | +1.0% |
Q1 2023 | $1,319,179 | +17.9% | 23,894 | +10.4% | 0.10% | +7.7% |
Q4 2022 | $1,119,266 | +91.3% | 21,641 | +69.2% | 0.09% | +59.6% |
Q3 2022 | $585,000 | +8.9% | 12,790 | +22.9% | 0.06% | +14.0% |
Q2 2022 | $537,000 | -18.8% | 10,411 | -5.9% | 0.05% | 0.0% |
Q1 2022 | $661,000 | -52.0% | 11,062 | -49.0% | 0.05% | -51.0% |
Q4 2021 | $1,378,000 | +2.1% | 21,671 | +1.7% | 0.10% | -4.7% |
Q3 2021 | $1,349,000 | +5.4% | 21,317 | +9.5% | 0.11% | +2.9% |
Q2 2021 | $1,280,000 | +15.0% | 19,467 | +9.7% | 0.10% | +2.0% |
Q1 2021 | $1,113,000 | +18.0% | 17,744 | +13.1% | 0.10% | +3.0% |
Q4 2020 | $943,000 | +34.7% | 15,682 | +16.9% | 0.10% | +5.3% |
Q3 2020 | $700,000 | +4.0% | 13,419 | -2.0% | 0.09% | -20.3% |
Q2 2020 | $673,000 | +30.4% | 13,690 | +11.2% | 0.12% | +20.4% |
Q1 2020 | $516,000 | -17.7% | 12,307 | +9.3% | 0.10% | -3.0% |
Q4 2019 | $627,000 | +9.8% | 11,257 | +1.9% | 0.10% | +9.8% |
Q3 2019 | $571,000 | – | 11,052 | – | 0.09% | – |
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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% |