VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 514 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $3,759,000 | -13.5% | 71,603 | -0.9% | 0.84% | -24.5% |
Q4 2020 | $4,345,000 | +16.3% | 72,232 | +0.9% | 1.12% | +1.4% |
Q3 2020 | $3,735,000 | -66.1% | 71,601 | -68.0% | 1.10% | -67.7% |
Q2 2020 | $11,010,000 | +14.6% | 223,916 | -2.2% | 3.41% | -3.6% |
Q1 2020 | $9,610,000 | -24.5% | 229,023 | +0.2% | 3.54% | +7.1% |
Q4 2019 | $12,728,000 | +9.6% | 228,546 | +1.6% | 3.30% | -1.5% |
Q3 2019 | $11,617,000 | -1.5% | 224,875 | +0.5% | 3.35% | -1.3% |
Q2 2019 | $11,799,000 | -15.7% | 223,667 | -17.1% | 3.40% | -17.8% |
Q1 2019 | $14,004,000 | -16.3% | 269,830 | -23.8% | 4.13% | -2.9% |
Q4 2018 | $16,731,000 | -14.4% | 354,321 | -2.2% | 4.25% | -27.1% |
Q3 2018 | $19,556,000 | +18886.4% | 362,156 | +18880.9% | 5.84% | +12589.1% |
Q2 2018 | $103,000 | -4.6% | 1,908 | 0.0% | 0.05% | -16.4% |
Q1 2018 | $108,000 | 0.0% | 1,908 | 0.0% | 0.06% | -9.8% |
Q4 2017 | $108,000 | – | 1,908 | – | 0.06% | – |
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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% |