VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 82 filers reported holding VANGUARD STAR FDS in Q4 2013. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $39,009,000 | +16.2% | 700,352 | +7.8% | 0.25% | +6.0% |
| Q3 2019 | $33,570,000 | -1.3% | 649,817 | +0.9% | 0.23% | -5.7% |
| Q2 2019 | $34,000,000 | -4.9% | 644,290 | -6.5% | 0.25% | -9.9% |
| Q1 2019 | $35,757,000 | +18.6% | 688,809 | +7.9% | 0.27% | +0.4% |
| Q4 2018 | $30,148,000 | -16.0% | 638,212 | -4.0% | 0.27% | -9.3% |
| Q3 2018 | $35,901,000 | +39.1% | 664,816 | +45.6% | 0.30% | +24.5% |
| Q2 2018 | $25,808,000 | 0.0% | 456,461 | 0.0% | 0.24% | 0.0% |
| Q1 2018 | $25,808,000 | +17.2% | 456,461 | +17.8% | 0.24% | +14.8% |
| Q4 2017 | $22,022,000 | +39.2% | 387,634 | +34.1% | 0.21% | +22.1% |
| Q3 2017 | $15,819,000 | +39.1% | 289,028 | +32.1% | 0.17% | +28.4% |
| Q2 2017 | $11,369,000 | +31.2% | 218,745 | +25.4% | 0.13% | +21.8% |
| Q1 2017 | $8,664,000 | +39.6% | 174,406 | +28.9% | 0.11% | +27.9% |
| Q4 2016 | $6,206,000 | +21.8% | 135,290 | +25.4% | 0.09% | +13.2% |
| Q3 2016 | $5,096,000 | +19.6% | 107,922 | +12.6% | 0.08% | +11.8% |
| Q2 2016 | $4,262,000 | +0.8% | 95,809 | +1.8% | 0.07% | -8.1% |
| Q1 2016 | $4,228,000 | +4.3% | 94,125 | +4.8% | 0.07% | -1.3% |
| Q4 2015 | $4,052,000 | -4.6% | 89,828 | -6.3% | 0.08% | -14.8% |
| Q3 2015 | $4,248,000 | -11.6% | 95,841 | +0.3% | 0.09% | -1.1% |
| Q2 2015 | $4,807,000 | +46.2% | 95,514 | +46.3% | 0.09% | +41.3% |
| Q1 2015 | $3,288,000 | -8.1% | 65,300 | -11.8% | 0.06% | -20.3% |
| Q4 2014 | $3,578,000 | +171.7% | 74,017 | +186.6% | 0.08% | +119.4% |
| Q3 2014 | $1,317,000 | +43.0% | 25,822 | +52.1% | 0.04% | +44.0% |
| Q2 2014 | $921,000 | +8.0% | 16,972 | +3.8% | 0.02% | 0.0% |
| Q1 2014 | $853,000 | +1.7% | 16,347 | +2.0% | 0.02% | -3.8% |
| Q4 2013 | $839,000 | +12.5% | 16,024 | +7.8% | 0.03% | +4.0% |
| Q3 2013 | $746,000 | +10.5% | 14,868 | +0.6% | 0.02% | +4.2% |
| Q2 2013 | $675,000 | – | 14,785 | – | 0.02% | – |
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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% |