VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 624 filers reported holding VANGUARD STAR FDS in Q4 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $1,224,000 | +1.9% | 19,257 | +1.4% | 0.18% | -9.5% |
Q3 2021 | $1,201,000 | +8.7% | 18,987 | +12.8% | 0.20% | +6.4% |
Q2 2021 | $1,105,000 | +37.8% | 16,829 | +31.6% | 0.19% | +23.0% |
Q1 2021 | $802,000 | +5.1% | 12,785 | +0.8% | 0.15% | -2.6% |
Q4 2020 | $763,000 | +251.6% | 12,689 | +204.7% | 0.16% | +205.9% |
Q3 2020 | $217,000 | +9.0% | 4,164 | +2.7% | 0.05% | -1.9% |
Q2 2020 | $199,000 | – | 4,054 | – | 0.05% | – |
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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% |