VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 546 filers reported holding VANGUARD STAR FDS in Q3 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $24,224,000 | +9.1% | 368,823 | +4.2% | 0.90% | -2.3% |
Q1 2021 | $22,196,000 | +99.7% | 354,004 | +91.7% | 0.92% | +90.9% |
Q4 2020 | $11,112,000 | +26.5% | 184,712 | +9.7% | 0.48% | +11.6% |
Q3 2020 | $8,786,000 | +6.2% | 168,407 | +13.3% | 0.43% | -0.7% |
Q4 2019 | $8,276,000 | +1203.3% | 148,608 | +1109.3% | 0.44% | +1108.3% |
Q3 2019 | $635,000 | -5.5% | 12,289 | -3.5% | 0.04% | -7.7% |
Q2 2019 | $672,000 | +5.0% | 12,737 | +3.3% | 0.04% | 0.0% |
Q1 2019 | $640,000 | – | 12,333 | – | 0.04% | – |
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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% |