VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 514 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,378,139 | -4.6% | 81,804 | 0.0% | 0.14% | -9.4% |
Q2 2023 | $4,587,557 | +3.3% | 81,804 | +1.7% | 0.16% | +0.6% |
Q1 2023 | $4,439,425 | +11.3% | 80,410 | +4.3% | 0.16% | +4.6% |
Q4 2022 | $3,986,981 | +17.5% | 77,088 | +4.0% | 0.15% | +8.6% |
Q3 2022 | $3,394,000 | -12.6% | 74,151 | -1.5% | 0.14% | -8.5% |
Q2 2022 | $3,885,000 | -26.8% | 75,275 | -15.3% | 0.15% | -14.5% |
Q1 2022 | $5,310,000 | +20.7% | 88,880 | +28.4% | 0.18% | +27.9% |
Q4 2021 | $4,401,000 | +6.3% | 69,228 | +5.7% | 0.14% | -1.4% |
Q3 2021 | $4,142,000 | -3.7% | 65,476 | -0.0% | 0.14% | -4.7% |
Q2 2021 | $4,301,000 | +4.7% | 65,483 | 0.0% | 0.15% | -2.0% |
Q1 2021 | $4,106,000 | -1.4% | 65,483 | -5.4% | 0.15% | -20.0% |
Q4 2020 | $4,163,000 | +15.7% | 69,207 | +0.4% | 0.19% | +2.2% |
Q3 2020 | $3,597,000 | +6.5% | 68,942 | +0.4% | 0.19% | -1.6% |
Q2 2020 | $3,376,000 | +1336.6% | 68,651 | +1125.9% | 0.19% | +1011.8% |
Q1 2020 | $235,000 | -24.7% | 5,600 | +0.1% | 0.02% | -5.6% |
Q4 2019 | $312,000 | – | 5,594 | – | 0.02% | – |
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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% |