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 | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $96,000 | -1.0% | 2,160 | 0.0% | 0.30% | -6.8% |
| Q1 2016 | $97,000 | 0.0% | 2,160 | 0.0% | 0.32% | +5.5% |
| Q4 2015 | $97,000 | +1.0% | 2,160 | 0.0% | 0.31% | -2.2% |
| Q3 2015 | $96,000 | -11.9% | 2,160 | 0.0% | 0.31% | -2.5% |
| Q2 2015 | $109,000 | 0.0% | 2,160 | 0.0% | 0.32% | +1.9% |
| Q1 2015 | $109,000 | +4.8% | 2,160 | 0.0% | 0.32% | +7.5% |
| Q4 2014 | $104,000 | -5.5% | 2,160 | 0.0% | 0.29% | -1.0% |
| Q3 2014 | $110,000 | +13.4% | 2,160 | +21.0% | 0.30% | +19.3% |
| Q2 2014 | $97,000 | +4.3% | 1,785 | 0.0% | 0.25% | -0.8% |
| Q1 2014 | $93,000 | +17.7% | 1,785 | +19.0% | 0.25% | +21.3% |
| Q4 2013 | $79,000 | +5.3% | 1,500 | 0.0% | 0.21% | -5.0% |
| Q3 2013 | $75,000 | – | 1,500 | – | 0.22% | – |
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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% |