VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $241,108 | -4.6% | 4,505 | 0.0% | 0.08% | -10.7% |
Q2 2023 | $252,640 | +1.6% | 4,505 | 0.0% | 0.08% | -11.6% |
Q1 2023 | $248,721 | +20.6% | 4,505 | 0.0% | 0.10% | -27.5% |
Q4 2022 | $206,194 | +0.1% | 4,505 | 0.0% | 0.13% | 0.0% |
Q3 2022 | $206,000 | -37.8% | 4,505 | -29.7% | 0.13% | -37.6% |
Q2 2022 | $331,000 | +58.4% | 6,405 | +82.7% | 0.21% | +50.0% |
Q1 2022 | $209,000 | -51.3% | 3,505 | -48.1% | 0.14% | -43.1% |
Q4 2021 | $429,000 | +0.5% | 6,755 | 0.0% | 0.25% | -8.2% |
Q3 2021 | $427,000 | -3.6% | 6,755 | 0.0% | 0.27% | +21.3% |
Q2 2021 | $443,000 | +8.8% | 6,755 | 0.0% | 0.22% | +9.4% |
Q4 2020 | $407,000 | +15.6% | 6,755 | 0.0% | 0.20% | -3.8% |
Q3 2020 | $352,000 | +1.7% | 6,755 | -3.6% | 0.21% | +0.5% |
Q2 2020 | $346,000 | +5.8% | 7,005 | -10.2% | 0.21% | -21.4% |
Q1 2020 | $327,000 | -35.1% | 7,805 | -13.8% | 0.27% | -19.4% |
Q4 2019 | $504,000 | – | 9,055 | – | 0.33% | – |
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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% |