VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,437,768 | -75.7% | 26,864 | -74.1% | 4.35% | -38.0% |
Q2 2023 | $5,928,716 | +101.0% | 103,726 | +94.1% | 7.02% | -15.9% |
Q1 2023 | $2,950,285 | +7.5% | 53,438 | +0.7% | 8.35% | -2.3% |
Q4 2022 | $2,745,383 | +9.1% | 53,082 | -3.5% | 8.55% | +13.5% |
Q3 2022 | $2,517,000 | -4.8% | 54,988 | +7.4% | 7.53% | -2.5% |
Q2 2022 | $2,643,000 | +54.7% | 51,215 | +90.7% | 7.72% | +72.6% |
Q1 2022 | $1,708,000 | +2.8% | 26,862 | -3.4% | 4.47% | +1.1% |
Q4 2021 | $1,661,000 | – | 27,797 | – | 4.42% | – |
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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% |