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 | $4,954,401 | +34.5% | 92,571 | +41.0% | 0.02% | +31.2% |
Q2 2023 | $3,682,269 | +47.2% | 65,661 | +44.9% | 0.02% | +45.5% |
Q1 2023 | $2,501,123 | +40.7% | 45,302 | +31.8% | 0.01% | +22.2% |
Q4 2022 | $1,777,099 | +268.7% | 34,360 | +226.0% | 0.01% | +200.0% |
Q3 2022 | $482,000 | -31.4% | 10,541 | -22.6% | 0.00% | -25.0% |
Q2 2022 | $703,000 | +9.0% | 13,622 | +26.1% | 0.00% | +33.3% |
Q1 2022 | $645,000 | +102.8% | 10,799 | +115.6% | 0.00% | +200.0% |
Q4 2021 | $318,000 | +53.6% | 5,008 | +53.0% | 0.00% | 0.0% |
Q3 2021 | $207,000 | – | 3,273 | – | 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% |