VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 514 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,341,875 | +46737.5% | 43,757 | +43223.8% | 0.24% | +23400.0% |
Q2 2020 | $5,000 | -98.3% | 101 | -98.1% | 0.00% | -99.0% |
Q4 2019 | $301,000 | +7.5% | 5,413 | 0.0% | 0.10% | -1.0% |
Q3 2019 | $280,000 | +16.7% | 5,413 | +19.1% | 0.10% | -21.1% |
Q2 2019 | $240,000 | +1.7% | 4,546 | 0.0% | 0.12% | -8.9% |
Q1 2019 | $236,000 | +8.8% | 4,546 | -1.2% | 0.14% | -25.8% |
Q4 2018 | $217,000 | – | 4,603 | – | 0.18% | – |
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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% |