VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 360 filers reported holding VANGUARD STAR FDS in Q1 2018. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
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 | 733,836 | $37,873,000 | 50.94% |
| OIKOS HOLDINGS LLC | 1,768,636 | $91,279,000 | 30.40% |
| Sageworth Trust Co | 4,856,259 | $250,632,000 | 21.52% |
| SAM Advisors, LLC | 652,744 | $33,659,000 | 16.86% |
| Blooom, Inc. | 179,808 | $9,281,000 | 15.95% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 496,548 | $25,627,000 | 15.81% |
| Mosaic Advisors LLC | 399,256 | $20,606,000 | 15.43% |
| UNIVEST FINANCIAL Corp | 741,908 | $38,290,000 | 12.49% |
| Sunflower Bank, N.A. | 1,163,228 | $60,034,000 | 11.87% |
| Gibson Wealth Advisors LLC | 190,183 | $9,815,000 | 10.94% |