VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 112 filers reported holding VANGUARD STAR FDS in Q3 2014. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $676,000 | -24.5% | 16,109 | +0.3% | 0.23% | -8.3% |
Q4 2019 | $895,000 | +9.0% | 16,067 | +1.1% | 0.25% | 0.0% |
Q3 2019 | $821,000 | -1.4% | 15,888 | +0.6% | 0.25% | -4.5% |
Q2 2019 | $833,000 | +2.8% | 15,796 | +1.2% | 0.27% | -8.9% |
Q1 2019 | $810,000 | +88.8% | 15,615 | +106.4% | 0.29% | +128.1% |
Q4 2017 | $429,000 | +3.6% | 7,565 | 0.0% | 0.13% | -3.8% |
Q3 2017 | $414,000 | +5.3% | 7,565 | 0.0% | 0.13% | +3.1% |
Q2 2017 | $393,000 | -3.7% | 7,565 | -7.9% | 0.13% | -7.2% |
Q1 2017 | $408,000 | +8.5% | 8,215 | 0.0% | 0.14% | -1.4% |
Q4 2016 | $376,000 | -47.3% | 8,215 | -45.7% | 0.14% | -48.2% |
Q3 2016 | $714,000 | +6.1% | 15,120 | 0.0% | 0.27% | +4.6% |
Q2 2016 | $673,000 | -0.9% | 15,120 | 0.0% | 0.26% | -13.0% |
Q1 2016 | $679,000 | +12.0% | 15,120 | +12.6% | 0.30% | +20.6% |
Q4 2015 | $606,000 | +1.8% | 13,430 | 0.0% | 0.25% | -8.8% |
Q3 2015 | $595,000 | -12.0% | 13,430 | 0.0% | 0.27% | -5.6% |
Q2 2015 | $676,000 | +19.0% | 13,430 | +20.3% | 0.29% | +18.0% |
Q1 2015 | $568,000 | +5.4% | 11,160 | 0.0% | 0.24% | +4.3% |
Q4 2014 | $539,000 | -5.3% | 11,160 | 0.0% | 0.23% | -10.7% |
Q3 2014 | $569,000 | – | 11,160 | – | 0.26% | – |
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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% |