Retirement Group, LLC - VANGUARD STAR FDS ownership

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
Retirement Group, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$37,670
-28.4%
704
-25.0%
0.02%
-27.3%
Q2 2023$52,647
+103129.4%
939
+1.2%
0.02%
-4.3%
Q1 2023$51
+6.2%
928
+0.2%
0.02%0.0%
Q4 2022$48
-99.9%
926
+1.2%
0.02%
-32.4%
Q3 2022$42,000
-23.6%
915
-14.2%
0.03%
+47.8%
Q2 2022$55,000
-12.7%
1,066
+1.1%
0.02%
-4.2%
Q1 2022$63,000
-6.0%
1,054
+0.2%
0.02%
-17.2%
Q4 2021$67,000
+19.6%
1,052
+18.9%
0.03%
+11.5%
Q3 2021$56,000
-3.4%
885
+0.6%
0.03%
-7.1%
Q2 2021$58,000
+5.5%
880
+0.8%
0.03%
+12.0%
Q1 2021$55,000
+5.8%
873
+0.2%
0.02%
+4.2%
Q4 2020$52,000
+15.6%
871
+0.9%
0.02%
-4.0%
Q3 2020$45,000
+7.1%
863
+0.7%
0.02%
-3.8%
Q2 2020$42,000
-10.6%
857
+0.8%
0.03%
-16.1%
Q4 2019$47,0008500.03%
Other shareholders
VANGUARD STAR FDS shareholders Q1 2021
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