VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 667 filers reported holding VANGUARD STAR FDS in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $541,603 | -6.4% | 10,120 | -1.9% | 0.08% | +2.7% |
Q2 2023 | $578,387 | +8.1% | 10,314 | +6.5% | 0.07% | +1.4% |
Q1 2023 | $534,920 | +11.7% | 9,689 | +4.6% | 0.07% | +4.3% |
Q4 2022 | $478,873 | +21.9% | 9,259 | +7.7% | 0.07% | +20.7% |
Q3 2022 | $393,000 | -13.8% | 8,594 | -2.7% | 0.06% | -3.3% |
Q2 2022 | $456,000 | +3.6% | 8,837 | +19.9% | 0.06% | +33.3% |
Q1 2022 | $440,000 | +18.0% | 7,372 | +25.6% | 0.04% | +25.0% |
Q4 2021 | $373,000 | +51.6% | 5,869 | +50.8% | 0.04% | +33.3% |
Q3 2021 | $246,000 | +12.8% | 3,891 | +17.1% | 0.03% | +8.0% |
Q2 2021 | $218,000 | +7.4% | 3,322 | +2.3% | 0.02% | -3.8% |
Q1 2021 | $203,000 | -18.1% | 3,246 | -27.0% | 0.03% | -40.9% |
Q4 2019 | $248,000 | +1.2% | 4,444 | -6.4% | 0.04% | -12.0% |
Q3 2019 | $245,000 | +8.9% | 4,746 | +11.3% | 0.05% | -2.0% |
Q2 2019 | $225,000 | -9.3% | 4,265 | -10.9% | 0.05% | -17.7% |
Q1 2019 | $248,000 | -7.1% | 4,786 | -15.2% | 0.06% | -20.5% |
Q4 2018 | $267,000 | -72.5% | 5,645 | -68.6% | 0.08% | -68.8% |
Q3 2018 | $971,000 | -9.1% | 17,975 | -9.0% | 0.25% | -16.1% |
Q2 2018 | $1,068,000 | -21.1% | 19,743 | -17.5% | 0.30% | -12.1% |
Q1 2018 | $1,353,000 | +49.8% | 23,931 | +50.6% | 0.34% | +48.7% |
Q4 2017 | $903,000 | +7.5% | 15,889 | +3.6% | 0.23% | -18.3% |
Q3 2017 | $840,000 | +5.8% | 15,339 | +0.5% | 0.28% | +11.2% |
Q2 2017 | $794,000 | +0.6% | 15,269 | -3.9% | 0.25% | -18.2% |
Q1 2017 | $789,000 | +231.5% | 15,886 | +206.3% | 0.31% | +171.7% |
Q4 2016 | $238,000 | – | 5,186 | – | 0.11% | – |
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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% |