VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 248 filers reported holding VANGUARD STAR FDS in Q4 2016. The put-call ratio across all filers is 74.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $7 | -99.9% | 135 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | -14.3% | 135 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -12.5% | 135 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | -11.1% | 135 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $9,000 | -85.7% | 135 | -91.0% | 0.00% | -90.0% |
| Q1 2020 | $63,000 | -25.0% | 1,500 | 0.0% | 0.01% | -9.1% |
| Q4 2019 | $84,000 | +9.1% | 1,500 | 0.0% | 0.01% | +10.0% |
| Q3 2019 | $77,000 | -2.5% | 1,500 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $79,000 | +1.3% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $78,000 | +9.9% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $71,000 | -12.3% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $81,000 | -8.0% | 1,500 | -7.5% | 0.01% | -15.4% |
| Q2 2018 | $88,000 | -4.3% | 1,622 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $92,000 | 0.0% | 1,622 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $92,000 | +3.4% | 1,622 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $89,000 | +6.0% | 1,622 | 0.0% | 0.01% | +8.3% |
| Q2 2017 | $84,000 | -3.4% | 1,622 | -7.0% | 0.01% | -7.7% |
| Q1 2017 | $87,000 | +8.8% | 1,744 | 0.0% | 0.01% | +8.3% |
| Q4 2016 | $80,000 | – | 1,744 | – | 0.01% | – |
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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% |