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 | ||||
---|---|---|---|---|---|---|
Q3 2021 | $11,415,000 | -29.6% | 180,449 | -26.9% | 1.80% | -30.4% |
Q2 2021 | $16,221,000 | +48.3% | 246,976 | +41.5% | 2.58% | +12.9% |
Q1 2021 | $10,941,000 | +6.1% | 174,509 | +1.8% | 2.29% | -7.4% |
Q4 2020 | $10,311,000 | +12.9% | 171,402 | -2.1% | 2.47% | -4.7% |
Q3 2020 | $9,129,000 | -17.4% | 175,000 | -22.2% | 2.59% | -10.7% |
Q2 2020 | $11,053,000 | -24.7% | 224,815 | -35.8% | 2.90% | -38.8% |
Q1 2020 | $14,688,000 | -30.1% | 350,052 | -7.3% | 4.74% | -21.8% |
Q4 2019 | $21,018,000 | +17.4% | 377,424 | +8.9% | 6.06% | +8.5% |
Q3 2019 | $17,909,000 | -13.2% | 346,698 | -11.4% | 5.58% | -15.0% |
Q2 2019 | $20,634,000 | -12.8% | 391,159 | -14.2% | 6.57% | -17.1% |
Q1 2019 | $23,666,000 | -4.9% | 456,019 | -13.5% | 7.92% | -18.9% |
Q4 2018 | $24,886,000 | -30.0% | 527,045 | -20.0% | 9.77% | -34.8% |
Q3 2018 | $35,567,000 | -13.7% | 658,655 | -13.5% | 14.98% | +4.5% |
Q2 2018 | $41,208,000 | +7.8% | 761,717 | +12.7% | 14.34% | -1.6% |
Q1 2018 | $38,223,000 | +9.3% | 675,915 | +9.8% | 14.58% | +26.0% |
Q4 2017 | $34,967,000 | – | 615,509 | – | 11.57% | – |
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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% |