VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 810 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $482,221 | -5.4% | 9,010 | -0.9% | 0.55% | -3.3% |
Q2 2023 | $509,759 | +3.4% | 9,090 | +1.7% | 0.57% | +3.6% |
Q1 2023 | $493,227 | +10.7% | 8,934 | +3.7% | 0.55% | +3.6% |
Q4 2022 | $445,445 | +91.2% | 8,613 | +69.5% | 0.53% | +65.7% |
Q3 2022 | $233,000 | +2.2% | 5,081 | +15.1% | 0.32% | +3.2% |
Q2 2022 | $228,000 | -7.7% | 4,413 | +6.7% | 0.31% | +8.0% |
Q1 2022 | $247,000 | +22.9% | 4,137 | +31.1% | 0.29% | +28.6% |
Q4 2021 | $201,000 | – | 3,156 | – | 0.22% | – |
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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% |