VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 709 filers reported holding VANGUARD STAR FDS in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $40,461 | -4.6% | 756 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $42,397 | +1.6% | 756 | 0.0% | 0.03% | 0.0% |
Q1 2023 | $41,738 | -7.9% | 756 | -13.7% | 0.03% | -10.3% |
Q4 2022 | $45,307 | -85.7% | 876 | -87.3% | 0.03% | -87.2% |
Q3 2022 | $316,000 | -66.6% | 6,900 | -62.4% | 0.23% | -65.0% |
Q2 2022 | $947,000 | -40.3% | 18,349 | -30.9% | 0.64% | -32.5% |
Q1 2022 | $1,586,000 | -35.9% | 26,541 | -31.9% | 0.96% | -34.7% |
Q4 2021 | $2,476,000 | +4.1% | 38,950 | +3.6% | 1.46% | -4.4% |
Q3 2021 | $2,379,000 | +5.6% | 37,610 | +9.7% | 1.53% | +6.3% |
Q2 2021 | $2,253,000 | +21.3% | 34,297 | +15.7% | 1.44% | +13.3% |
Q1 2021 | $1,858,000 | +21.8% | 29,638 | +17.0% | 1.27% | +13.3% |
Q4 2020 | $1,525,000 | – | 25,342 | – | 1.12% | – |
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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% |