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 | $1,088,830 | +14.3% | 20,344 | +19.7% | 0.00% | 0.0% |
Q2 2023 | $952,776 | +253.6% | 16,989 | +248.1% | 0.00% | – |
Q1 2023 | $269,430 | +126393.0% | 4,880 | +18.4% | 0.00% | – |
Q4 2022 | $213 | -99.9% | 4,123 | -18.0% | 0.00% | – |
Q3 2022 | $230,000 | -29.7% | 5,028 | -20.7% | 0.00% | – |
Q2 2022 | $327,000 | -87.0% | 6,339 | -84.0% | 0.00% | -100.0% |
Q4 2021 | $2,513,000 | +11.2% | 39,535 | +10.7% | 0.00% | 0.0% |
Q3 2021 | $2,259,000 | -15.1% | 35,707 | -11.9% | 0.00% | -50.0% |
Q2 2021 | $2,661,000 | -27.0% | 40,509 | -30.3% | 0.00% | -33.3% |
Q1 2021 | $3,644,000 | +846.5% | 58,118 | +807.4% | 0.00% | – |
Q4 2020 | $385,000 | +51.6% | 6,405 | +31.7% | 0.00% | – |
Q3 2020 | $254,000 | +8.1% | 4,864 | +15.3% | 0.00% | – |
Q4 2019 | $235,000 | -7.8% | 4,220 | -12.7% | 0.00% | – |
Q2 2019 | $255,000 | – | 4,833 | – | 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% |