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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $213 | +4.4% | 3,857 | -2.4% | 0.09% | -4.4% |
Q4 2022 | $204 | -99.9% | 3,950 | 0.0% | 0.09% | +5.8% |
Q3 2022 | $181,000 | -11.3% | 3,950 | 0.0% | 0.09% | -7.5% |
Q2 2022 | $204,000 | -24.4% | 3,950 | -12.5% | 0.09% | -15.5% |
Q1 2022 | $270,000 | -3.6% | 4,513 | +2.6% | 0.11% | +0.9% |
Q4 2021 | $280,000 | -6.4% | 4,400 | -7.0% | 0.11% | -12.8% |
Q3 2021 | $299,000 | -2.6% | 4,733 | +1.2% | 0.12% | -6.0% |
Q2 2021 | $307,000 | +16.3% | 4,677 | +10.9% | 0.13% | -7.6% |
Q1 2021 | $264,000 | +5.6% | 4,217 | +1.3% | 0.14% | -2.7% |
Q4 2020 | $250,000 | +17.4% | 4,161 | +1.8% | 0.15% | +2.8% |
Q3 2020 | $213,000 | +2.4% | 4,086 | -3.3% | 0.14% | -7.7% |
Q2 2020 | $208,000 | – | 4,226 | – | 0.16% | – |
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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% |