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 | $865,648 | -50.7% | 16,174 | -48.3% | 0.03% | -76.4% |
Q2 2023 | $1,755,879 | -4.0% | 31,310 | -5.5% | 0.13% | -8.0% |
Q1 2023 | $1,829,339 | -31.1% | 33,134 | -35.4% | 0.14% | -37.0% |
Q4 2022 | $2,654,073 | +49.0% | 51,316 | +31.8% | 0.22% | +29.6% |
Q3 2022 | $1,781,000 | +6.4% | 38,922 | +20.0% | 0.17% | +9.7% |
Q2 2022 | $1,674,000 | -7.6% | 32,440 | +7.0% | 0.15% | +9.2% |
Q1 2022 | $1,811,000 | +175.6% | 30,312 | +193.3% | 0.14% | +193.8% |
Q4 2021 | $657,000 | – | 10,336 | – | 0.05% | – |
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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% |