VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 179 filers reported holding VANGUARD STAR FDS in Q4 2015. The put-call ratio across all filers is 2.83 and the average weighting 0.9%.
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 | 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% |