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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $278,000 | -14.5% | 4,656 | -9.4% | 0.04% | -20.8% |
Q3 2021 | $325,000 | +19.5% | 5,140 | +24.2% | 0.05% | +20.0% |
Q2 2021 | $272,000 | +5.0% | 4,140 | +0.1% | 0.04% | -32.2% |
Q1 2021 | $259,000 | -87.0% | 4,136 | -89.8% | 0.06% | -85.6% |
Q2 2020 | $1,986,000 | -2.0% | 40,400 | -16.3% | 0.41% | -26.9% |
Q1 2020 | $2,026,000 | -24.7% | 48,290 | 0.0% | 0.56% | -6.5% |
Q4 2019 | $2,689,000 | +7.8% | 48,290 | 0.0% | 0.60% | +0.2% |
Q3 2019 | $2,495,000 | -3.3% | 48,290 | -1.2% | 0.60% | -5.4% |
Q2 2019 | $2,579,000 | +2.9% | 48,890 | +1.2% | 0.63% | +1.6% |
Q1 2019 | $2,506,000 | +12.0% | 48,290 | +1.9% | 0.62% | -0.3% |
Q4 2018 | $2,238,000 | -12.6% | 47,400 | 0.0% | 0.63% | +118.1% |
Q3 2018 | $2,560,000 | -0.2% | 47,400 | 0.0% | 0.29% | -3.7% |
Q2 2018 | $2,564,000 | -4.3% | 47,400 | 0.0% | 0.30% | -6.3% |
Q1 2018 | $2,680,000 | -0.5% | 47,400 | 0.0% | 0.32% | +5.0% |
Q4 2017 | $2,693,000 | +3.8% | 47,400 | 0.0% | 0.30% | -1.9% |
Q3 2017 | $2,594,000 | +5.3% | 47,400 | 0.0% | 0.31% | +1.3% |
Q2 2017 | $2,463,000 | +4.6% | 47,400 | 0.0% | 0.30% | +3.0% |
Q1 2017 | $2,355,000 | +8.3% | 47,400 | 0.0% | 0.30% | +2.4% |
Q4 2016 | $2,175,000 | -2.8% | 47,400 | 0.0% | 0.29% | -3.7% |
Q3 2016 | $2,238,000 | +6.2% | 47,400 | 0.0% | 0.30% | +2.4% |
Q2 2016 | $2,108,000 | -1.0% | 47,400 | 0.0% | 0.29% | -1.0% |
Q1 2016 | $2,129,000 | -0.4% | 47,400 | 0.0% | 0.30% | -3.9% |
Q4 2015 | $2,138,000 | – | 47,400 | – | 0.31% | – |
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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% |