VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,115 | +15.0% | 308 | +23.2% | 0.00% | – |
Q2 2023 | $14,011 | -52.6% | 250 | -53.3% | 0.00% | – |
Q1 2023 | $29,549 | +6.9% | 535 | 0.0% | 0.00% | – |
Q4 2022 | $27,635 | -30.9% | 535 | -39.5% | 0.00% | – |
Q3 2022 | $40,000 | -72.8% | 885 | -68.9% | 0.00% | -100.0% |
Q2 2022 | $147,000 | -23.8% | 2,843 | -12.0% | 0.00% | 0.0% |
Q1 2022 | $193,000 | -14.6% | 3,229 | -9.2% | 0.00% | 0.0% |
Q4 2021 | $226,000 | – | 3,557 | – | 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% |