VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 893 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $52,702 | -4.0% | 985 | +0.6% | 0.03% | -3.7% |
Q2 2023 | $54,924 | +2.7% | 979 | +1.0% | 0.03% | -3.6% |
Q1 2023 | $53,472 | +7.0% | 969 | +0.3% | 0.03% | -3.4% |
Q4 2022 | $49,979 | +13.6% | 966 | +1.2% | 0.03% | +11.5% |
Q3 2022 | $44,000 | -63.3% | 955 | -58.8% | 0.03% | -64.9% |
Q2 2022 | $120,000 | +62.2% | 2,319 | +87.2% | 0.07% | +105.6% |
Q1 2022 | $74,000 | +289.5% | 1,239 | +313.0% | 0.04% | +300.0% |
Q4 2021 | $19,000 | – | 300 | – | 0.01% | – |
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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% |