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 | $362,251 | -4.2% | 6,769 | +0.4% | 0.05% | -1.9% |
Q2 2023 | $378,004 | +2.4% | 6,740 | +0.9% | 0.05% | -3.6% |
Q1 2023 | $368,969 | +6.9% | 6,683 | +0.2% | 0.06% | 0.0% |
Q4 2022 | $345,044 | +13.9% | 6,671 | +0.9% | 0.06% | -3.4% |
Q3 2022 | $303,000 | -14.6% | 6,610 | -3.8% | 0.06% | -10.8% |
Q2 2022 | $355,000 | -12.8% | 6,870 | +0.9% | 0.06% | -4.4% |
Q1 2022 | $407,000 | -10.9% | 6,811 | -5.2% | 0.07% | -21.8% |
Q4 2021 | $457,000 | +32.1% | 7,181 | +31.3% | 0.09% | +19.2% |
Q3 2021 | $346,000 | +33.6% | 5,471 | +38.9% | 0.07% | +30.4% |
Q2 2021 | $259,000 | +5.7% | 3,938 | +0.8% | 0.06% | -5.1% |
Q1 2021 | $245,000 | +6.5% | 3,908 | +2.3% | 0.06% | +156.5% |
Q4 2020 | $230,000 | – | 3,819 | – | 0.02% | – |
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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% |