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 | $239,446 | -21.2% | 4,560 | -17.9% | 0.04% | -18.9% |
Q2 2023 | $304,028 | -62.7% | 5,551 | -62.5% | 0.05% | -63.9% |
Q1 2023 | $816,039 | -5.7% | 14,786 | -8.2% | 0.15% | -7.5% |
Q4 2022 | $865,751 | -12.5% | 16,113 | -22.9% | 0.16% | -20.1% |
Q3 2022 | $989,000 | +32.8% | 20,911 | +41.9% | 0.20% | +36.3% |
Q2 2022 | $745,000 | +9.6% | 14,739 | +28.4% | 0.15% | +17.7% |
Q1 2022 | $680,000 | +185.7% | 11,478 | +194.8% | 0.12% | +181.8% |
Q4 2021 | $238,000 | – | 3,893 | – | 0.04% | – |
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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% |