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 | $390 | -4.4% | 7,282 | +0.0% | 0.13% | -3.0% |
Q2 2023 | $408 | -15.4% | 7,281 | -16.6% | 0.13% | -20.4% |
Q1 2023 | $482 | +9.5% | 8,734 | +2.7% | 0.17% | +8.4% |
Q4 2022 | $440 | -99.8% | 8,503 | +49.7% | 0.15% | +52.5% |
Q3 2022 | $260,000 | -21.0% | 5,679 | -11.0% | 0.10% | -18.5% |
Q2 2022 | $329,000 | -25.9% | 6,378 | -14.1% | 0.12% | -17.3% |
Q1 2022 | $444,000 | -7.9% | 7,426 | -2.1% | 0.15% | -5.7% |
Q4 2021 | $482,000 | -23.1% | 7,585 | -23.5% | 0.16% | -28.7% |
Q3 2021 | $627,000 | – | 9,918 | – | 0.22% | – |
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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% |