Everhart Financial Group, Inc. - 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
Everhart Financial Group, Inc. ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q3 2023$2,517,337
-3.0%
47,140
+1.3%
1.07%
-0.5%
Q2 2023$2,594,398
+11.3%
46,516
+9.9%
1.07%
+2.6%
Q1 2023$2,330,497
+23.5%
42,317
+15.7%
1.05%
+10.3%
Q4 2022$1,886,725
+61.5%
36,583
+43.5%
0.95%
+46.7%
Q3 2022$1,168,000
-4.3%
25,502
+7.9%
0.65%
-12.8%
Q2 2022$1,220,000
-18.7%
23,624
-6.0%
0.74%
-14.6%
Q1 2022$1,501,000
-4.6%
25,121
+1.6%
0.87%
-8.6%
Q4 2021$1,573,000
-14.8%
24,733
-15.2%
0.95%
-24.9%
Q3 2021$1,846,000
+0.4%
29,175
+4.2%
1.26%
-0.1%
Q2 2021$1,839,000
+34.1%
28,000
+28.0%
1.27%
+5.2%
Q1 2021$1,371,000
+23.5%
21,868
+18.5%
1.20%
+17.5%
Q4 2020$1,110,00018,4531.02%
Other shareholders
VANGUARD STAR FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Louis-Dreyfus Family Office LLC 733,836$37,873,00050.94%
OIKOS HOLDINGS LLC 1,768,636$91,279,00030.40%
Sageworth Trust Co 4,856,259$250,632,00021.52%
SAM Advisors, LLC 652,744$33,659,00016.86%
Blooom, Inc. 179,808$9,281,00015.95%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 496,548$25,627,00015.81%
Mosaic Advisors LLC 399,256$20,606,00015.43%
UNIVEST FINANCIAL Corp 741,908$38,290,00012.49%
Sunflower Bank, N.A. 1,163,228$60,034,00011.87%
Gibson Wealth Advisors LLC 190,183$9,815,00010.94%
View complete list of VANGUARD STAR FDS shareholders