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 | $1,262,393 | -3.7% | 23,587 | +0.9% | 0.12% | +4.5% |
Q2 2023 | $1,311,331 | +7.2% | 23,383 | +5.5% | 0.11% | +2.8% |
Q1 2023 | $1,223,565 | +8.7% | 22,162 | +11.3% | 0.11% | +10.2% |
Q4 2022 | $1,125,288 | -7.0% | 19,910 | -24.7% | 0.10% | -21.6% |
Q3 2022 | $1,210,000 | -9.1% | 26,451 | +2.6% | 0.12% | -3.8% |
Q2 2022 | $1,331,000 | +2.5% | 25,791 | +18.7% | 0.13% | +16.1% |
Q1 2022 | $1,298,000 | +1.6% | 21,734 | +8.2% | 0.11% | +3.7% |
Q4 2021 | $1,277,000 | +1.9% | 20,089 | +1.4% | 0.11% | -4.4% |
Q3 2021 | $1,253,000 | -1.6% | 19,807 | +2.2% | 0.11% | -4.2% |
Q2 2021 | $1,273,000 | +4.5% | 19,384 | -0.3% | 0.12% | -2.5% |
Q1 2021 | $1,218,000 | +17.0% | 19,437 | -2.7% | 0.12% | -2.4% |
Q3 2020 | $1,041,000 | -99.9% | 19,968 | +0.9% | 0.12% | +0.8% |
Q2 2020 | $973,112,000 | +123391.4% | 19,790 | +5.3% | 0.12% | +2.5% |
Q1 2020 | $788,000 | -42.4% | 18,787 | -23.5% | 0.12% | -32.2% |
Q4 2019 | $1,368,000 | -0.7% | 24,567 | -7.8% | 0.18% | -6.8% |
Q3 2019 | $1,377,000 | +3.2% | 26,658 | +5.4% | 0.19% | +1.6% |
Q2 2019 | $1,334,000 | -11.5% | 25,301 | -12.9% | 0.19% | -15.8% |
Q1 2019 | $1,508,000 | – | 29,061 | – | 0.22% | – |
Download |
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% |