Intelligence Driven Advisers, LLC - VANGUARD STAR FDS ownership

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
Intelligence Driven Advisers, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
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$238,0003,8930.04%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Louis-Dreyfus Family Office LLC 649,796$38,819,00046.42%
OIKOS HOLDINGS LLC 1,755,436$104,870,00032.63%
Mosaic Advisors LLC 393,628$23,515,00026.58%
Sageworth Trust Co 5,057,564$302,139,00023.56%
SAM Advisors, LLC 636,899$38,048,00016.46%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 508,164$30,358,00016.09%
Gibson Wealth Advisors LLC 207,344$12,387,00012.64%
UNIVEST FINANCIAL Corp 723,488$43,221,00012.18%
CHERRYDALE WEALTH MANAGEMENT, LLC 264,909$15,825,00011.61%
Family CFO Inc 170,696$10,197,00010.35%
View complete list of VANGUARD STAR FDS shareholders