VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 435 filers reported holding VANGUARD STAR FDS in Q2 2019. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $20,659 | -4.6% | 386 | 0.0% | 0.00% | – |
Q2 2023 | $21,647 | +1.6% | 386 | 0.0% | 0.00% | – |
Q1 2023 | $21,311 | +6.7% | 386 | 0.0% | 0.00% | – |
Q4 2022 | $19,964 | +10.9% | 386 | 0.0% | 0.00% | – |
Q3 2022 | $18,000 | -92.1% | 386 | -91.3% | 0.00% | – |
Q2 2022 | $228,000 | -13.6% | 4,425 | 0.0% | 0.00% | – |
Q1 2022 | $264,000 | -6.0% | 4,425 | 0.0% | 0.00% | – |
Q4 2021 | $281,000 | +0.4% | 4,425 | 0.0% | 0.00% | – |
Q3 2021 | $280,000 | -71.0% | 4,425 | -69.9% | 0.00% | – |
Q2 2021 | $967,000 | -12.6% | 14,721 | -16.6% | 0.00% | -100.0% |
Q1 2021 | $1,106,000 | +203.8% | 17,646 | +191.9% | 0.00% | – |
Q4 2020 | $364,000 | +20.5% | 6,045 | +4.4% | 0.00% | – |
Q3 2020 | $302,000 | +6.0% | 5,790 | 0.0% | 0.00% | – |
Q2 2020 | $285,000 | -45.0% | 5,790 | -53.1% | 0.00% | – |
Q1 2020 | $518,000 | -64.1% | 12,333 | -52.3% | 0.00% | -100.0% |
Q4 2019 | $1,441,000 | +34.8% | 25,880 | +25.0% | 0.00% | 0.0% |
Q3 2019 | $1,069,000 | +2.4% | 20,700 | +4.5% | 0.00% | 0.0% |
Q2 2019 | $1,044,000 | +1.7% | 19,800 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $1,027,000 | +14.1% | 19,800 | +3.9% | 0.00% | 0.0% |
Q4 2018 | $900,000 | +11150.0% | 19,062 | +13046.2% | 0.00% | – |
Q3 2018 | $8,000 | -94.1% | 145 | -94.2% | 0.00% | – |
Q2 2018 | $136,000 | +177.6% | 2,508 | +144.7% | 0.00% | – |
Q4 2014 | $49,000 | -56.6% | 1,025 | -53.9% | 0.00% | – |
Q3 2014 | $113,000 | -26.1% | 2,225 | -21.2% | 0.00% | – |
Q2 2014 | $153,000 | +4.1% | 2,825 | 0.0% | 0.00% | – |
Q1 2014 | $147,000 | 0.0% | 2,825 | 0.0% | 0.00% | – |
Q4 2013 | $147,000 | -47.9% | 2,825 | -50.0% | 0.00% | – |
Q3 2013 | $282,000 | – | 5,650 | – | 0.00% | – |
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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% |