VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $311,380 | +19.8% | 5,818 | +25.6% | 0.32% | +12.1% |
Q2 2023 | $259,875 | -4.7% | 4,634 | -6.2% | 0.29% | -6.8% |
Q1 2023 | $272,683 | +6.1% | 4,939 | -0.6% | 0.31% | +2.0% |
Q4 2022 | $256,945 | -18.4% | 4,968 | -26.2% | 0.30% | -25.7% |
Q3 2022 | $315,000 | -25.9% | 6,731 | -18.3% | 0.41% | -16.9% |
Q2 2022 | $425,000 | -30.1% | 8,243 | -18.2% | 0.49% | -21.9% |
Q1 2022 | $608,000 | +19.0% | 10,074 | +26.4% | 0.63% | +23.5% |
Q4 2021 | $511,000 | – | 7,972 | – | 0.51% | – |
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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% |