VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 506 filers reported holding VANGUARD STAR FDS in Q1 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $240,000 | -6.2% | 4,025 | 0.0% | 0.10% | +1.9% |
Q4 2021 | $256,000 | +0.4% | 4,025 | 0.0% | 0.10% | -3.7% |
Q3 2021 | $255,000 | -7.9% | 4,025 | -4.7% | 0.11% | -2.7% |
Q2 2021 | $277,000 | +4.5% | 4,225 | 0.0% | 0.11% | -0.9% |
Q1 2021 | $265,000 | +4.3% | 4,225 | 0.0% | 0.11% | -0.9% |
Q4 2020 | $254,000 | +22.7% | 4,225 | +6.3% | 0.11% | +6.7% |
Q3 2020 | $207,000 | -2.8% | 3,975 | -21.7% | 0.10% | -16.7% |
Q1 2020 | $213,000 | -48.6% | 5,075 | -31.8% | 0.13% | -28.8% |
Q4 2019 | $414,000 | -10.8% | 7,437 | -17.2% | 0.18% | -18.1% |
Q3 2019 | $464,000 | +49.7% | 8,986 | +53.0% | 0.22% | +36.7% |
Q2 2019 | $310,000 | +1.6% | 5,875 | 0.0% | 0.16% | -1.9% |
Q1 2019 | $305,000 | +10.1% | 5,875 | 0.0% | 0.16% | -1.8% |
Q4 2018 | $277,000 | – | 5,875 | – | 0.16% | – |
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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% |