Perigon Wealth Management, LLC - VANGUARD STAR FDS ownership

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
Perigon Wealth Management, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$2,504,131
-51.4%
46,789
-49.0%
0.10%0.0%
Q2 2023$5,148,882
+97.6%
91,814
+94.5%
0.10%
-31.8%
Q1 2023$2,606,170
-47.4%
47,205
-50.7%
0.15%
-3.9%
Q4 2022$4,955,950
+126.2%
95,822
+100.1%
0.15%
-18.5%
Q3 2022$2,191,000
+10.5%
47,878
+24.6%
0.19%
+13.9%
Q2 2022$1,982,000
-16.9%
38,410
-3.8%
0.17%
-1.8%
Q1 2022$2,386,000
+5.7%
39,945
+12.5%
0.17%
+5.0%
Q4 2021$2,258,000
+3.9%
35,515
+3.4%
0.16%
-14.8%
Q3 2021$2,173,000
+2.3%
34,345
+6.2%
0.19%0.0%
Q2 2021$2,124,000
+4.7%
32,346
+0.0%
0.19%
-8.7%
Q1 2021$2,028,000
+4.2%
32,345
+0.0%
0.21%
-8.4%
Q4 2020$1,946,000
+15.4%
32,3420.0%0.23%
-4.2%
Q3 2020$1,687,000
+1.3%
32,342
-4.5%
0.24%
-10.6%
Q2 2020$1,666,000
+14.9%
33,874
+2.6%
0.26%
-2.2%
Q1 2020$1,450,000
+51.8%
33,025
+92.6%
0.27%
+38.5%
Q4 2019$955,000
+31733.3%
17,147
+34893.9%
0.20%
+19400.0%
Q1 2018$3,0000.0%490.0%0.00%0.0%
Q4 2017$3,000
-99.9%
49
-99.9%
0.00%
-99.5%
Q3 2011$2,191,00047,8780.19%
Other shareholders
VANGUARD STAR FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Louis-Dreyfus Family Office LLC 733,836$37,873,00050.94%
OIKOS HOLDINGS LLC 1,768,636$91,279,00030.40%
Sageworth Trust Co 4,856,259$250,632,00021.52%
SAM Advisors, LLC 652,744$33,659,00016.86%
Blooom, Inc. 179,808$9,281,00015.95%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 496,548$25,627,00015.81%
Mosaic Advisors LLC 399,256$20,606,00015.43%
UNIVEST FINANCIAL Corp 741,908$38,290,00012.49%
Sunflower Bank, N.A. 1,163,228$60,034,00011.87%
Gibson Wealth Advisors LLC 190,183$9,815,00010.94%
View complete list of VANGUARD STAR FDS shareholders