VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $193,308 | -16.0% | 3,612 | -11.9% | 0.02% | -17.4% |
Q2 2023 | $230,024 | +12.8% | 4,102 | +11.0% | 0.02% | +4.5% |
Q1 2023 | $204,012 | -0.4% | 3,695 | -6.7% | 0.02% | -12.0% |
Q4 2022 | $204,803 | +23.4% | 3,960 | +9.2% | 0.02% | +4.2% |
Q3 2022 | $166,000 | -18.2% | 3,625 | -7.6% | 0.02% | -31.4% |
Q2 2022 | $203,000 | -21.3% | 3,925 | -9.1% | 0.04% | -14.6% |
Q1 2022 | $258,000 | +597.3% | 4,320 | +646.1% | 0.04% | +583.3% |
Q4 2021 | $37,000 | 0.0% | 579 | 0.0% | 0.01% | -14.3% |
Q3 2021 | $37,000 | -35.1% | 579 | -33.4% | 0.01% | -46.2% |
Q2 2021 | $57,000 | +58.3% | 870 | +50.3% | 0.01% | +18.2% |
Q1 2021 | $36,000 | +56.5% | 579 | +49.2% | 0.01% | +37.5% |
Q4 2020 | $23,000 | +228.6% | 388 | +198.5% | 0.01% | +166.7% |
Q3 2020 | $7,000 | +16.7% | 130 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $6,000 | +20.0% | 130 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $5,000 | -28.6% | 130 | 0.0% | 0.00% | -25.0% |
Q4 2019 | $7,000 | +600.0% | 130 | +766.7% | 0.00% | +300.0% |
Q3 2019 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $1,000 | – | 15 | – | 0.00% | – |
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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% |