VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,927 | -99.9% | 260,224 | +2.4% | 8.16% | +0.8% |
Q2 2023 | $14,245,361 | +3.4% | 254,019 | +1.8% | 8.10% | -1.5% |
Q1 2023 | $13,770,549 | +13.8% | 249,421 | +6.6% | 8.22% | +4.1% |
Q4 2022 | $12,102,950 | +17.2% | 234,009 | +3.7% | 7.90% | +9.7% |
Q3 2022 | $10,331,000 | -10.8% | 225,712 | +0.5% | 7.20% | -7.0% |
Q2 2022 | $11,587,000 | -10.8% | 224,506 | +3.3% | 7.74% | +1.5% |
Q1 2022 | $12,984,000 | -5.6% | 217,344 | +0.5% | 7.63% | -2.8% |
Q4 2021 | $13,747,000 | +4.4% | 216,256 | +3.9% | 7.85% | -3.9% |
Q3 2021 | $13,172,000 | – | 208,227 | – | 8.17% | – |
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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% |