VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 26 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,358,183 | -4.5% | 63,302 | +3.5% | 0.34% | -10.3% |
Q2 2023 | $3,515,101 | +61.9% | 61,175 | +56.2% | 0.38% | +32.5% |
Q1 2023 | $2,170,675 | +8.8% | 39,168 | +5.5% | 0.29% | -4.3% |
Q4 2022 | $1,995,413 | +36.1% | 37,138 | +15.9% | 0.30% | +1.4% |
Q3 2022 | $1,466,000 | -17.5% | 32,035 | -7.0% | 0.30% | -23.0% |
Q2 2022 | $1,778,000 | -35.9% | 34,458 | -24.3% | 0.38% | -38.0% |
Q1 2022 | $2,772,000 | -3.2% | 45,536 | +1.9% | 0.62% | -30.0% |
Q4 2021 | $2,865,000 | – | 44,673 | – | 0.88% | – |
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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% |