VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 434 filers reported holding VANGUARD STAR FDS in Q1 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $306,000 | +7.4% | 5,491 | -0.5% | 0.12% | -4.8% |
Q3 2019 | $285,000 | -3.4% | 5,520 | -1.4% | 0.12% | -8.8% |
Q2 2019 | $295,000 | +1.4% | 5,600 | 0.0% | 0.14% | -5.5% |
Q1 2019 | $291,000 | +11.9% | 5,600 | +1.7% | 0.14% | -5.2% |
Q4 2018 | $260,000 | -32.5% | 5,508 | -22.7% | 0.15% | -26.4% |
Q3 2018 | $385,000 | -11.7% | 7,128 | -11.6% | 0.21% | -20.9% |
Q2 2018 | $436,000 | -13.8% | 8,066 | -9.9% | 0.26% | -17.3% |
Q1 2018 | $506,000 | -7.5% | 8,949 | -7.1% | 0.32% | -4.5% |
Q4 2017 | $547,000 | +17.9% | 9,637 | +13.7% | 0.33% | +10.6% |
Q3 2017 | $464,000 | +4.0% | 8,473 | -1.2% | 0.30% | +19.4% |
Q2 2017 | $446,000 | -15.5% | 8,579 | -19.3% | 0.25% | -22.7% |
Q1 2017 | $528,000 | +3.5% | 10,634 | -4.4% | 0.33% | -5.2% |
Q4 2016 | $510,000 | – | 11,120 | – | 0.34% | – |
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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% |