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 | ||||
---|---|---|---|---|---|---|
Q3 2022 | $2,700,623 | -12.7% | 59,004 | -1.5% | 0.11% | -10.2% |
Q2 2022 | $3,092,632 | -21.8% | 59,923 | -9.4% | 0.13% | -5.9% |
Q1 2022 | $3,952,509 | +4.9% | 66,162 | +11.6% | 0.14% | +6.3% |
Q4 2021 | $3,768,127 | +2.3% | 59,275 | +1.8% | 0.13% | -8.0% |
Q3 2021 | $3,684,535 | +60.5% | 58,244 | +66.7% | 0.14% | +55.1% |
Q2 2021 | $2,295,154 | +163.3% | 34,944 | +151.4% | 0.09% | +134.2% |
Q1 2021 | $871,539 | +81.6% | 13,900 | +74.2% | 0.04% | +52.0% |
Q4 2020 | $480,029 | +34.6% | 7,979 | +16.7% | 0.02% | +19.0% |
Q3 2020 | $356,568 | -72.5% | 6,835 | -74.1% | 0.02% | -75.3% |
Q2 2020 | $1,297,700 | +13.1% | 26,392 | -3.5% | 0.08% | -10.5% |
Q1 2020 | $1,147,129 | -13.0% | 27,339 | +15.5% | 0.10% | +1.1% |
Q4 2019 | $1,318,559 | +11.6% | 23,677 | +3.5% | 0.09% | -3.1% |
Q3 2019 | $1,181,956 | +9.1% | 22,880 | +11.4% | 0.10% | +6.6% |
Q2 2019 | $1,083,184 | +2.4% | 20,534 | +0.7% | 0.09% | -9.0% |
Q1 2019 | $1,058,082 | +22.6% | 20,387 | +11.5% | 0.10% | -6.5% |
Q4 2018 | $863,302 | +510.3% | 18,283 | +597.8% | 0.11% | +568.8% |
Q3 2018 | $141,453 | +35.5% | 2,620 | +35.8% | 0.02% | +14.3% |
Q2 2018 | $104,386 | +2.1% | 1,930 | +6.7% | 0.01% | -6.7% |
Q1 2018 | $102,277 | +29.2% | 1,809 | +29.8% | 0.02% | +15.4% |
Q4 2017 | $79,172 | – | 1,394 | – | 0.01% | – |
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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% |