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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $615,702 | -2.7% | 11,505 | +1.9% | 0.34% | -3.1% |
Q2 2023 | $632,965 | +1.7% | 11,287 | +0.2% | 0.35% | -5.1% |
Q1 2023 | $622,094 | +19.0% | 11,268 | +11.5% | 0.37% | +10.4% |
Q4 2022 | $522,676 | +43.6% | 10,106 | +26.9% | 0.34% | +32.2% |
Q3 2022 | $364,000 | -11.4% | 7,962 | 0.0% | 0.26% | -13.0% |
Q2 2022 | $411,000 | -8.3% | 7,962 | +5.8% | 0.29% | -6.7% |
Q1 2022 | $448,000 | -4.9% | 7,522 | +1.4% | 0.31% | -2.5% |
Q4 2021 | $471,000 | -5.8% | 7,415 | -6.2% | 0.32% | +78.9% |
Q3 2021 | $500,000 | -4.6% | 7,904 | -0.3% | 0.18% | -16.7% |
Q2 2021 | $524,000 | +12.4% | 7,928 | +6.6% | 0.22% | -15.6% |
Q1 2021 | $466,000 | +4.3% | 7,435 | +0.1% | 0.26% | -10.2% |
Q4 2020 | $447,000 | – | 7,427 | – | 0.28% | – |
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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% |