VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 297 filers reported holding VANGUARD STAR FDS in Q3 2017. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,771,000 | +3.6% | 32,360 | -1.6% | 0.70% | -2.1% |
| Q2 2017 | $1,709,000 | +4.2% | 32,892 | -0.4% | 0.72% | +0.6% |
| Q1 2017 | $1,640,000 | +19.2% | 33,020 | +10.1% | 0.72% | +17.6% |
| Q4 2016 | $1,376,000 | -10.3% | 30,000 | -7.7% | 0.61% | -13.6% |
| Q3 2016 | $1,534,000 | +5.3% | 32,500 | -0.8% | 0.70% | +5.2% |
| Q2 2016 | $1,457,000 | -2.3% | 32,750 | -1.3% | 0.67% | -1.9% |
| Q1 2016 | $1,491,000 | – | 33,197 | – | 0.68% | – |
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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% |