VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $236,224 | -4.5% | 4,413 | +0.0% | 0.01% | -6.7% |
Q2 2023 | $247,417 | +1.7% | 4,411 | +0.1% | 0.02% | 0.0% |
Q1 2023 | $243,366 | +6.7% | 4,408 | 0.0% | 0.02% | -6.2% |
Q4 2022 | $227,981 | +13.4% | 4,408 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $201,000 | -99.9% | 4,408 | 0.0% | 0.02% | -5.9% |
Q2 2022 | $227,522,000 | +86410.3% | 4,408 | 0.0% | 0.02% | -5.6% |
Q1 2022 | $263,000 | -6.1% | 4,408 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $280,000 | -15.9% | 4,408 | -34.6% | 0.02% | -25.0% |
Q3 2021 | $333,000 | +15.2% | 6,745 | +53.0% | 0.02% | +4.3% |
Q2 2021 | $289,000 | +4.7% | 4,408 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $276,000 | – | 4,408 | – | 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% |