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 | $222,000 | -13.3% | 3,715 | -7.6% | 0.02% | -5.6% |
Q4 2021 | $256,000 | -1.9% | 4,021 | -2.8% | 0.02% | -5.3% |
Q3 2021 | $261,000 | -5.8% | 4,136 | -1.9% | 0.02% | -5.0% |
Q2 2021 | $277,000 | +7.4% | 4,216 | +2.2% | 0.02% | +5.3% |
Q1 2021 | $258,000 | +3.6% | 4,126 | -0.2% | 0.02% | -5.0% |
Q4 2020 | $249,000 | +15.3% | 4,136 | 0.0% | 0.02% | +11.1% |
Q3 2020 | $216,000 | +2.9% | 4,136 | +9.7% | 0.02% | -5.3% |
Q4 2019 | $210,000 | +3.4% | 3,771 | -4.3% | 0.02% | -5.0% |
Q3 2019 | $203,000 | -15.4% | 3,939 | -13.4% | 0.02% | -13.0% |
Q2 2019 | $240,000 | +1.7% | 4,549 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $236,000 | 0.0% | 4,549 | -9.1% | 0.02% | -11.5% |
Q4 2018 | $236,000 | -18.3% | 5,005 | -6.7% | 0.03% | -7.1% |
Q3 2018 | $289,000 | -8.5% | 5,362 | -8.3% | 0.03% | -3.4% |
Q2 2018 | $316,000 | -4.2% | 5,850 | 0.0% | 0.03% | -3.3% |
Q1 2018 | $330,000 | -0.6% | 5,850 | 0.0% | 0.03% | -9.1% |
Q4 2017 | $332,000 | +2.5% | 5,850 | -1.1% | 0.03% | -2.9% |
Q3 2017 | $324,000 | +2.2% | 5,915 | -3.0% | 0.03% | -5.6% |
Q2 2017 | $317,000 | +3.6% | 6,101 | -1.0% | 0.04% | +5.9% |
Q1 2017 | $306,000 | – | 6,160 | – | 0.03% | – |
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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% |