AllSquare Wealth Management LLC - VANGUARD STAR FDS ownership

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
AllSquare Wealth Management LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$1,121,014
+4.2%
20,946
+6.7%
0.73%
+4.4%
Q2 2023$1,075,927
-1.8%
19,634
-1.1%
0.70%
-1.3%
Q1 2023$1,095,681
+5.2%
19,846
-1.4%
0.71%
-0.7%
Q4 2022$1,041,356
+9.0%
20,135
-3.5%
0.71%
+3.5%
Q3 2022$955,000
-7.6%
20,857
+4.2%
0.69%
-1.8%
Q2 2022$1,033,000
-13.6%
20,009
-0.1%
0.70%
-2.1%
Q1 2022$1,196,000
-10.9%
20,020
-5.2%
0.72%
-8.2%
Q4 2021$1,343,000
+0.1%
21,128
-0.4%
0.78%
-2.5%
Q3 2021$1,342,000
-3.4%
21,211
+0.3%
0.80%
-1.1%
Q2 2021$1,389,000
+7.5%
21,147
+2.7%
0.81%
+1.6%
Q1 2021$1,292,000
+7.0%
20,599
+2.6%
0.80%
-1.1%
Q4 2020$1,208,000
+9.0%
20,075
-5.4%
0.81%
+0.2%
Q3 2020$1,108,000
+4.7%
21,229
-1.4%
0.80%
+1.0%
Q2 2020$1,058,000
+22.6%
21,527
+4.6%
0.80%
+6.1%
Q1 2020$863,000
-26.5%
20,571
-2.4%
0.75%
-8.3%
Q4 2019$1,174,000
+7.3%
21,086
-0.4%
0.82%
+1.1%
Q3 2019$1,094,000
-4.7%
21,176
-2.7%
0.81%
-5.4%
Q2 2019$1,148,000
-1.5%
21,760
-3.1%
0.86%
-2.3%
Q1 2019$1,165,000
+9.3%
22,455
-0.5%
0.88%
-0.6%
Q4 2018$1,066,000
-11.8%
22,570
+0.9%
0.88%
-2.2%
Q3 2018$1,208,000
+2.6%
22,363
+2.8%
0.90%
+1.3%
Q2 2018$1,177,000
-6.8%
21,753
-2.6%
0.89%
-11.3%
Q1 2018$1,263,000
-2.1%
22,335
-1.6%
1.00%
-1.6%
Q4 2017$1,290,000
+6.0%
22,707
+2.1%
1.02%
+2.0%
Q3 2017$1,217,000
+3.8%
22,230
-1.5%
1.00%
-16.3%
Q2 2017$1,173,000
+9.1%
22,575
+4.3%
1.19%
+26.6%
Q1 2017$1,075,000
+4.2%
21,646
-3.8%
0.94%
-0.5%
Q4 2016$1,032,000
-2.5%
22,500
+0.3%
0.95%
-7.1%
Q3 2016$1,059,000
+15.7%
22,424
+9.0%
1.02%
+11.7%
Q2 2016$915,000
+8.2%
20,573
+9.3%
0.91%
+8.8%
Q1 2016$846,000
+14.9%
18,831
+15.4%
0.84%
+13.1%
Q4 2015$736,000
+5.3%
16,321
+3.5%
0.74%
+3.3%
Q3 2015$699,000
+6.6%
15,762
+20.9%
0.72%
+17.2%
Q2 2015$656,000
+162.4%
13,036
+162.6%
0.61%
+156.1%
Q1 2015$250,000
-6.0%
4,964
-9.6%
0.24%
-8.1%
Q4 2014$266,0005,4940.26%
Other shareholders
VANGUARD STAR FDS shareholders Q1 2020
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