VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $249,182 | +23.4% | 4,513 | +14.9% | 0.05% | -37.8% |
Q2 2022 | $202,000 | -34.4% | 3,929 | -18.4% | 0.08% | -25.5% |
Q3 2021 | $308,000 | +53.2% | 4,815 | +57.4% | 0.11% | +41.0% |
Q2 2021 | $201,000 | +3.1% | 3,060 | -3.8% | 0.08% | -17.9% |
Q1 2021 | $195,000 | 0.0% | 3,180 | 0.0% | 0.10% | 0.0% |
Q4 2020 | $195,000 | +10.2% | 3,180 | -6.2% | 0.10% | -8.7% |
Q3 2020 | $177,000 | +6.6% | 3,389 | +0.2% | 0.10% | -11.1% |
Q2 2020 | $166,000 | +16.9% | 3,383 | +0.1% | 0.12% | -5.6% |
Q1 2020 | $142,000 | -24.5% | 3,378 | +0.2% | 0.12% | -16.2% |
Q4 2019 | $188,000 | +33.3% | 3,370 | +23.4% | 0.15% | +11.3% |
Q3 2019 | $141,000 | -2.1% | 2,732 | +0.2% | 0.13% | +5.6% |
Q2 2019 | $144,000 | +2.9% | 2,726 | +0.4% | 0.13% | +20.0% |
Q1 2019 | $140,000 | -2.8% | 2,715 | -11.2% | 0.10% | -1.9% |
Q4 2018 | $144,000 | – | 3,057 | – | 0.11% | – |
Download |
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% |