VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,454,032 | -3.1% | 27,168 | +1.5% | 0.10% | -2.9% |
Q2 2023 | $1,501,140 | -9.9% | 26,768 | -11.3% | 0.10% | -12.6% |
Q1 2023 | $1,665,944 | +30.8% | 30,175 | +22.6% | 0.12% | +17.8% |
Q4 2022 | $1,273,335 | +11.2% | 24,620 | -0.7% | 0.10% | -4.7% |
Q3 2022 | $1,145,000 | -16.4% | 24,798 | -6.6% | 0.11% | +8.2% |
Q2 2022 | $1,370,000 | -20.8% | 26,540 | -8.3% | 0.10% | -19.7% |
Q1 2022 | $1,730,000 | -12.1% | 28,956 | -6.5% | 0.12% | -2.4% |
Q4 2021 | $1,969,000 | +0.6% | 30,984 | +0.2% | 0.12% | -6.0% |
Q3 2021 | $1,957,000 | -2.5% | 30,926 | +1.2% | 0.13% | +1.5% |
Q2 2021 | $2,008,000 | +4.5% | 30,563 | -0.3% | 0.13% | +1.6% |
Q1 2021 | $1,922,000 | +90.9% | 30,661 | +83.2% | 0.13% | +50.0% |
Q4 2020 | $1,007,000 | +15.3% | 16,740 | 0.0% | 0.09% | -3.4% |
Q3 2020 | $873,000 | +6.1% | 16,740 | 0.0% | 0.09% | +1.1% |
Q2 2020 | $823,000 | +11.8% | 16,740 | -4.6% | 0.09% | 0.0% |
Q1 2020 | $736,000 | -13.5% | 17,548 | +14.8% | 0.09% | +14.3% |
Q4 2019 | $851,000 | +7.9% | 15,280 | 0.0% | 0.08% | +6.9% |
Q3 2019 | $789,000 | -2.1% | 15,280 | 0.0% | 0.07% | 0.0% |
Q2 2019 | $806,000 | -10.1% | 15,280 | -11.6% | 0.07% | -10.0% |
Q1 2019 | $897,000 | +17.4% | 17,289 | +6.8% | 0.08% | +1.3% |
Q4 2018 | $764,000 | -9.8% | 16,189 | +3.2% | 0.08% | -8.1% |
Q3 2018 | $847,000 | +4.8% | 15,689 | +5.1% | 0.09% | -3.4% |
Q2 2018 | $808,000 | -4.3% | 14,929 | 0.0% | 0.09% | -11.9% |
Q1 2018 | $844,000 | +0.4% | 14,929 | +0.9% | 0.10% | -1.9% |
Q4 2017 | $841,000 | +14.9% | 14,802 | +10.7% | 0.10% | +7.3% |
Q3 2017 | $732,000 | +5.3% | 13,370 | 0.0% | 0.10% | -4.0% |
Q2 2017 | $695,000 | +4.7% | 13,370 | 0.0% | 0.10% | +19.0% |
Q1 2017 | $664,000 | +27.2% | 13,370 | +17.6% | 0.08% | +16.7% |
Q4 2016 | $522,000 | -6.8% | 11,370 | -4.2% | 0.07% | -4.0% |
Q3 2016 | $560,000 | -22.3% | 11,870 | -26.8% | 0.08% | -25.0% |
Q2 2016 | $721,000 | – | 16,220 | – | 0.10% | – |
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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% |