VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $207,200 | -8.0% | 3,871 | -3.6% | 0.14% | -5.3% |
Q2 2023 | $225,242 | -6.6% | 4,016 | -8.1% | 0.15% | -10.1% |
Q1 2023 | $241,237 | -27.8% | 4,369 | -32.3% | 0.17% | -32.1% |
Q4 2022 | $334,000 | -35.6% | 6,456 | -43.1% | 0.25% | -40.3% |
Q3 2022 | $519,000 | -60.6% | 11,344 | -55.6% | 0.42% | -59.2% |
Q2 2022 | $1,318,000 | -16.4% | 25,536 | -3.2% | 1.02% | -15.5% |
Q1 2022 | $1,576,000 | -7.7% | 26,384 | -1.8% | 1.21% | -8.6% |
Q4 2021 | $1,708,000 | – | 26,866 | – | 1.32% | – |
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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% |