VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 434 filers reported holding VANGUARD STAR FDS in Q1 2019. The put-call ratio across all filers is 0.30 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $633,202 | -10.4% | 11,831 | -6.1% | 0.21% | -8.4% |
Q2 2023 | $706,510 | +2.9% | 12,598 | +1.3% | 0.22% | -1.3% |
Q1 2023 | $686,892 | +18.4% | 12,441 | +10.9% | 0.23% | +9.6% |
Q4 2022 | $580,108 | +235.3% | 11,216 | +196.9% | 0.21% | +215.2% |
Q3 2022 | $173,000 | -14.4% | 3,778 | -3.7% | 0.07% | -8.3% |
Q2 2022 | $202,000 | -23.2% | 3,923 | -11.0% | 0.07% | -14.3% |
Q1 2022 | $263,000 | -10.5% | 4,407 | -4.7% | 0.08% | -8.7% |
Q4 2021 | $294,000 | -18.8% | 4,624 | -19.3% | 0.09% | -24.0% |
Q3 2021 | $362,000 | -7.9% | 5,728 | -4.3% | 0.12% | -4.0% |
Q2 2021 | $393,000 | -29.7% | 5,985 | -32.8% | 0.13% | -35.7% |
Q1 2021 | $559,000 | -6.4% | 8,908 | -10.3% | 0.20% | -14.0% |
Q4 2020 | $597,000 | +8.0% | 9,930 | -6.2% | 0.23% | +0.9% |
Q3 2020 | $553,000 | +11.0% | 10,592 | +4.5% | 0.23% | -2.6% |
Q2 2020 | $498,000 | +70.5% | 10,134 | +45.4% | 0.23% | +46.8% |
Q1 2020 | $292,000 | -22.3% | 6,968 | +3.2% | 0.16% | -3.1% |
Q4 2019 | $376,000 | +13.6% | 6,750 | +5.5% | 0.16% | +3.8% |
Q3 2019 | $331,000 | +5.4% | 6,401 | +7.5% | 0.16% | +4.7% |
Q2 2019 | $314,000 | +28.7% | 5,957 | +26.9% | 0.15% | +22.0% |
Q1 2019 | $244,000 | +16.7% | 4,696 | +6.2% | 0.12% | +1.7% |
Q4 2018 | $209,000 | – | 4,420 | – | 0.12% | – |
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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% |