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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $6,000 | -40.0% | 112 | -44.0% | 0.00% | -100.0% |
| Q3 2019 | $10,000 | -9.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | -100.0% | 200 | -55.6% | 0.00% | -50.0% |
| Q1 2019 | $23,355,000 | +3.0% | 450 | -6.2% | 0.00% | 0.0% |
| Q4 2018 | $22,666,000 | -12.6% | 480 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $25,920,000 | -0.2% | 480 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $25,968,000 | -4.3% | 480 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $27,144,000 | -0.5% | 480 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $27,269,000 | +3.8% | 480 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $26,270,000 | +5.3% | 480 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $24,946,000 | +4.6% | 480 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $23,846,000 | – | 480 | – | 0.00% | – |
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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% |