VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 425 filers reported holding VANGUARD STAR FDS in Q3 2019. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,241,290 | -15.5% | 23,193 | -11.5% | 0.01% | -14.3% |
Q2 2023 | $1,469,072 | -9.6% | 26,196 | -11.0% | 0.01% | -12.5% |
Q1 2023 | $1,625,437 | +6.0% | 29,441 | -0.7% | 0.02% | 0.0% |
Q4 2022 | $1,533,085 | +47.0% | 29,642 | +30.1% | 0.02% | +33.3% |
Q3 2022 | $1,043,000 | -7.5% | 22,787 | +4.3% | 0.01% | 0.0% |
Q2 2022 | $1,128,000 | -14.7% | 21,851 | -1.3% | 0.01% | 0.0% |
Q1 2022 | $1,323,000 | -4.3% | 22,150 | +1.9% | 0.01% | -7.7% |
Q4 2021 | $1,382,000 | +5.7% | 21,745 | +5.2% | 0.01% | 0.0% |
Q3 2021 | $1,308,000 | -3.3% | 20,676 | +0.5% | 0.01% | -7.1% |
Q2 2021 | $1,352,000 | +4.8% | 20,580 | 0.0% | 0.01% | -12.5% |
Q1 2021 | $1,290,000 | +14233.3% | 20,580 | +9794.2% | 0.02% | – |
Q1 2020 | $9,000 | -47.1% | 208 | -32.5% | 0.00% | – |
Q4 2019 | $17,000 | +142.9% | 308 | +144.4% | 0.00% | – |
Q2 2019 | $7,000 | 0.0% | 126 | 0.0% | 0.00% | – |
Q1 2019 | $7,000 | -87.3% | 126 | -87.5% | 0.00% | -100.0% |
Q3 2017 | $55,000 | -6.8% | 1,005 | -24.2% | 0.00% | 0.0% |
Q2 2016 | $59,000 | – | 1,325 | – | 0.00% | – |
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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% |