VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $37,670 | -28.4% | 704 | -25.0% | 0.02% | -27.3% |
Q2 2023 | $52,647 | +103129.4% | 939 | +1.2% | 0.02% | -4.3% |
Q1 2023 | $51 | +6.2% | 928 | +0.2% | 0.02% | 0.0% |
Q4 2022 | $48 | -99.9% | 926 | +1.2% | 0.02% | -32.4% |
Q3 2022 | $42,000 | -23.6% | 915 | -14.2% | 0.03% | +47.8% |
Q2 2022 | $55,000 | -12.7% | 1,066 | +1.1% | 0.02% | -4.2% |
Q1 2022 | $63,000 | -6.0% | 1,054 | +0.2% | 0.02% | -17.2% |
Q4 2021 | $67,000 | +19.6% | 1,052 | +18.9% | 0.03% | +11.5% |
Q3 2021 | $56,000 | -3.4% | 885 | +0.6% | 0.03% | -7.1% |
Q2 2021 | $58,000 | +5.5% | 880 | +0.8% | 0.03% | +12.0% |
Q1 2021 | $55,000 | +5.8% | 873 | +0.2% | 0.02% | +4.2% |
Q4 2020 | $52,000 | +15.6% | 871 | +0.9% | 0.02% | -4.0% |
Q3 2020 | $45,000 | +7.1% | 863 | +0.7% | 0.02% | -3.8% |
Q2 2020 | $42,000 | -10.6% | 857 | +0.8% | 0.03% | -16.1% |
Q4 2019 | $47,000 | – | 850 | – | 0.03% | – |
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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% |