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 | $539,881 | -21.2% | 10,120 | -16.7% | 0.06% | -20.0% |
Q2 2023 | $684,831 | -4.7% | 12,149 | -6.6% | 0.08% | -1.3% |
Q1 2023 | $718,411 | +7.2% | 13,012 | +0.5% | 0.08% | -3.8% |
Q4 2022 | $669,927 | -33.8% | 12,953 | -39.4% | 0.08% | -35.8% |
Q3 2022 | $1,012,000 | -15.1% | 21,374 | -4.0% | 0.12% | -14.0% |
Q2 2022 | $1,192,000 | -8.9% | 22,276 | +1.8% | 0.14% | -5.9% |
Q1 2022 | $1,308,000 | +23.6% | 21,891 | +28.5% | 0.15% | +12.6% |
Q4 2021 | $1,058,000 | – | 17,042 | – | 0.14% | – |
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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% |