VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 26 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $341,938 | -28.3% | 6,389 | -24.9% | 0.03% | -29.3% |
Q2 2023 | $476,952 | +2.5% | 8,505 | +0.9% | 0.04% | -4.7% |
Q1 2023 | $465,142 | -77.3% | 8,425 | -78.7% | 0.04% | -79.4% |
Q4 2022 | $2,044,613 | +40.3% | 39,532 | +26.7% | 0.21% | +151.8% |
Q3 2022 | $1,457,000 | +58.7% | 31,201 | +75.6% | 0.08% | +56.6% |
Q2 2022 | $918,000 | -18.3% | 17,765 | -5.6% | 0.05% | -3.6% |
Q1 2022 | $1,124,000 | +104.4% | 18,821 | +117.4% | 0.06% | +1.9% |
Q4 2021 | $550,000 | -7.1% | 8,658 | -3.8% | 0.05% | -11.5% |
Q2 2021 | $592,000 | +13.8% | 8,998 | +8.5% | 0.06% | -12.9% |
Q1 2021 | $520,000 | -1.1% | 8,291 | -5.2% | 0.07% | -9.1% |
Q4 2020 | $526,000 | +16.4% | 8,747 | +1.1% | 0.08% | +4.1% |
Q3 2020 | $452,000 | +6.6% | 8,651 | +0.3% | 0.07% | -3.9% |
Q2 2020 | $424,000 | +39.0% | 8,627 | +18.0% | 0.08% | +10.0% |
Q1 2020 | $305,000 | -27.7% | 7,312 | -3.5% | 0.07% | +9.4% |
Q4 2019 | $422,000 | +6.3% | 7,579 | -0.9% | 0.06% | -22.9% |
Q3 2019 | $397,000 | -2.5% | 7,645 | -0.5% | 0.08% | +56.6% |
Q2 2019 | $407,000 | +0.5% | 7,687 | -1.5% | 0.05% | -41.1% |
Q1 2019 | $405,000 | – | 7,807 | – | 0.09% | – |
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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% |