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 | $6,640,372 | +0.0% | 124,073 | +4.8% | 0.33% | +1.2% |
Q2 2023 | $6,638,365 | +10.0% | 118,373 | +8.3% | 0.33% | 0.0% |
Q1 2023 | $6,035,702 | +12.0% | 109,323 | +4.9% | 0.33% | 0.0% |
Q4 2022 | $5,388,991 | +17.3% | 104,196 | +17.1% | 0.33% | +6.1% |
Q3 2022 | $4,594,000 | 0.0% | 89,009 | 0.0% | 0.31% | 0.0% |
Q2 2022 | $4,594,000 | -11.8% | 89,009 | +8.6% | 0.31% | 0.0% |
Q4 2021 | $5,209,000 | +11.2% | 81,948 | +10.6% | 0.31% | +106.7% |
Q3 2021 | $4,686,000 | +10.5% | 74,069 | +14.8% | 0.15% | +11.1% |
Q2 2021 | $4,239,000 | +418.8% | 64,539 | +395.4% | 0.14% | +365.5% |
Q1 2021 | $817,000 | – | 13,027 | – | 0.03% | – |
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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% |