VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,504,938 | +21.2% | 28,120 | +27.0% | 0.18% | +27.3% |
Q2 2023 | $1,241,975 | -4.0% | 22,146 | -5.5% | 0.14% | -7.9% |
Q1 2023 | $1,293,411 | +6.4% | 23,427 | -0.3% | 0.15% | 0.0% |
Q4 2022 | $1,215,209 | +282.1% | 23,496 | +237.5% | 0.15% | +251.2% |
Q3 2022 | $318,000 | -44.6% | 6,961 | -37.4% | 0.04% | -41.1% |
Q2 2022 | $574,000 | -15.6% | 11,127 | -2.3% | 0.07% | -6.4% |
Q1 2022 | $680,000 | -40.6% | 11,385 | -36.8% | 0.08% | -37.6% |
Q4 2021 | $1,145,000 | +211.1% | 18,025 | +209.4% | 0.12% | +190.7% |
Q3 2021 | $368,000 | -21.2% | 5,826 | -18.2% | 0.04% | -21.8% |
Q2 2021 | $467,000 | +4.9% | 7,122 | +0.3% | 0.06% | -16.7% |
Q1 2021 | $445,000 | +4.5% | 7,102 | +0.1% | 0.07% | +1.5% |
Q4 2020 | $426,000 | +15.1% | 7,096 | 0.0% | 0.06% | +4.8% |
Q3 2020 | $370,000 | +6.3% | 7,096 | +0.2% | 0.06% | 0.0% |
Q2 2020 | $348,000 | -46.9% | 7,079 | -39.8% | 0.06% | -47.9% |
Q4 2019 | $655,000 | -24.5% | 11,765 | -29.9% | 0.12% | -27.4% |
Q3 2019 | $867,000 | -1.8% | 16,795 | +0.3% | 0.16% | -7.3% |
Q2 2019 | $883,000 | +2.3% | 16,740 | +0.7% | 0.18% | -1.7% |
Q1 2019 | $863,000 | +29.4% | 16,630 | +17.7% | 0.18% | +20.0% |
Q4 2018 | $667,000 | – | 14,125 | – | 0.15% | – |
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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% |