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 | $55,927,937 | -1.8% | 1,042,848 | +1.6% | 4.55% | +0.5% |
Q2 2023 | $56,973,136 | +2.5% | 1,026,543 | +1.6% | 4.53% | -1.0% |
Q1 2023 | $55,588,850 | +11.3% | 1,010,339 | +4.6% | 4.57% | +5.1% |
Q4 2022 | $49,935,866 | +23.4% | 965,504 | +9.6% | 4.35% | +12.5% |
Q3 2022 | $40,453,000 | +31.4% | 881,153 | +48.2% | 3.87% | +35.4% |
Q2 2022 | $30,797,000 | +2.2% | 594,538 | +19.7% | 2.86% | +9.1% |
Q1 2022 | $30,143,000 | – | 496,508 | – | 2.62% | – |
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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% |