Legacy Advisors, 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
Legacy Advisors, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$264,603
-4.6%
4,9440.0%0.04%
+4.9%
Q2 2023$277,260
-63.9%
4,944
-72.9%
0.04%
-94.7%
Q1 2020$767,000
-82.2%
18,273
-76.3%
0.77%
-71.8%
Q4 2019$4,298,000
+7.7%
77,179
-0.1%
2.73%
-8.6%
Q3 2019$3,990,000
+4.1%
77,230
+6.3%
2.98%
+15.2%
Q2 2019$3,832,000
-55.7%
72,643
-56.4%
2.59%
-7.7%
Q1 2019$8,646,000
+128.5%
166,578
+107.9%
2.81%
-2.2%
Q4 2018$3,783,000
-12.2%
80,108
+0.9%
2.87%
+35.2%
Q3 2018$4,310,000
+7.5%
79,417
+7.2%
2.12%
-29.1%
Q2 2018$4,009,000
-11.0%
74,104
-6.2%
3.00%
-10.0%
Q1 2018$4,506,000
+31.6%
78,975
+31.0%
3.33%
-0.3%
Q4 2017$3,424,000
+48.2%
60,284
+42.8%
3.34%
+29.7%
Q3 2017$2,310,000
+103.7%
42,210
+93.4%
2.57%
+77.8%
Q2 2017$1,134,000
+84.1%
21,824
+75.9%
1.45%
+73.9%
Q1 2017$616,000
+409.1%
12,404
+366.8%
0.83%
+404.2%
Q4 2016$121,0002,6570.16%
Other shareholders
VANGUARD STAR FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Louis-Dreyfus Family Office LLC 649,796$38,819,00046.42%
OIKOS HOLDINGS LLC 1,755,436$104,870,00032.63%
Mosaic Advisors LLC 393,628$23,515,00026.58%
Sageworth Trust Co 5,057,564$302,139,00023.56%
SAM Advisors, LLC 636,899$38,048,00016.46%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 508,164$30,358,00016.09%
Gibson Wealth Advisors LLC 207,344$12,387,00012.64%
UNIVEST FINANCIAL Corp 723,488$43,221,00012.18%
CHERRYDALE WEALTH MANAGEMENT, LLC 264,909$15,825,00011.61%
Family CFO Inc 170,696$10,197,00010.35%
View complete list of VANGUARD STAR FDS shareholders