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 | $9,559,717 | -3.6% | 178,619 | +1.0% | 7.19% | -0.5% |
Q2 2023 | $9,915,255 | +7.5% | 176,805 | +5.8% | 7.23% | -0.1% |
Q1 2023 | $9,226,286 | +100218.4% | 167,112 | -6.0% | 7.23% | -13.8% |
Q4 2022 | $9,197 | -99.9% | 177,826 | -3.6% | 8.39% | +11.8% |
Q3 2022 | $8,443,000 | -9.8% | 184,467 | +1.7% | 7.50% | -5.4% |
Q2 2022 | $9,359,000 | – | 181,346 | – | 7.92% | – |
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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% |