VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 514 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $18,943 | -4.3% | 353,938 | +0.3% | 0.28% | +1.4% |
Q2 2023 | $19,791 | +0.7% | 352,907 | -0.9% | 0.28% | -3.4% |
Q1 2023 | $19,652 | +7.4% | 355,958 | +0.6% | 0.29% | +13.2% |
Q4 2022 | $18,293 | -99.8% | 353,698 | +34.9% | 0.26% | +21.2% |
Q3 2022 | $12,001,000 | +91.5% | 262,197 | +115.9% | 0.21% | +96.3% |
Q2 2022 | $6,268,000 | -74.2% | 121,445 | -70.1% | 0.11% | -70.2% |
Q1 2022 | $24,301,000 | +157.2% | 406,779 | +173.7% | 0.36% | +118.7% |
Q4 2021 | $9,448,000 | +90.5% | 148,616 | +89.5% | 0.17% | +74.7% |
Q3 2021 | $4,960,000 | -1.2% | 78,407 | +2.6% | 0.10% | -5.0% |
Q2 2021 | $5,020,000 | +2.5% | 76,437 | -2.1% | 0.10% | -2.9% |
Q1 2021 | $4,896,000 | +2.5% | 78,090 | -1.7% | 0.10% | -6.4% |
Q4 2020 | $4,778,000 | +12.1% | 79,418 | -2.8% | 0.11% | -0.9% |
Q3 2020 | $4,264,000 | +3.8% | 81,725 | -2.2% | 0.11% | -6.7% |
Q2 2020 | $4,108,000 | -65.9% | 83,547 | -70.9% | 0.12% | -69.6% |
Q1 2020 | $12,059,000 | -31.8% | 287,398 | -9.4% | 0.39% | -12.1% |
Q4 2019 | $17,675,000 | +22.9% | 317,375 | +14.0% | 0.45% | -2.4% |
Q3 2019 | $14,378,000 | -7.1% | 278,324 | -5.1% | 0.46% | -6.7% |
Q2 2019 | $15,471,000 | +1.0% | 293,280 | -0.6% | 0.49% | -23.7% |
Q1 2019 | $15,316,000 | +10.3% | 295,104 | +0.3% | 0.64% | -4.6% |
Q4 2018 | $13,891,000 | +2482.0% | 294,168 | +2855.9% | 0.67% | +2303.6% |
Q2 2018 | $538,000 | -35.6% | 9,952 | -32.7% | 0.03% | -39.1% |
Q1 2018 | $836,000 | +429.1% | 14,785 | +371.8% | 0.05% | +170.6% |
Q2 2015 | $158,000 | – | 3,134 | – | 0.02% | – |
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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% |