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 | $265,166 | -16.0% | 4,946 | -12.1% | 0.13% | -11.3% |
Q2 2023 | $315,637 | +2.7% | 5,627 | +1.1% | 0.15% | -1.3% |
Q1 2023 | $307,340 | +7.0% | 5,566 | +0.2% | 0.15% | -1.9% |
Q4 2022 | $287,265 | -99.9% | 5,553 | -1.2% | 0.16% | +6.9% |
Q3 2022 | $260,465,000 | -7.5% | 5,621 | +3.0% | 0.14% | +6.6% |
Q2 2022 | $281,596,000 | +87352.2% | 5,456 | +1.2% | 0.14% | -6.2% |
Q1 2022 | $322,000 | -5.8% | 5,393 | +0.2% | 0.14% | +2.1% |
Q4 2021 | $342,000 | -0.3% | 5,384 | -1.0% | 0.14% | -6.0% |
Q3 2021 | $343,000 | -3.9% | 5,436 | 0.0% | 0.15% | -3.2% |
Q2 2021 | $357,000 | +5.0% | 5,436 | 0.0% | 0.16% | -9.3% |
Q1 2021 | $340,000 | +4.0% | 5,436 | 0.0% | 0.17% | -6.5% |
Q4 2020 | $327,000 | – | 5,436 | – | 0.18% | – |
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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% |