VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 154 filers reported holding VANGUARD STAR FDS in Q2 2015. The put-call ratio across all filers is 4.27 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $2,312,000 | -2.3% | 43,846 | -3.8% | 0.67% | -11.6% |
| Q1 2019 | $2,367,000 | +8.8% | 45,600 | -1.1% | 0.75% | -5.6% |
| Q4 2018 | $2,176,000 | -13.5% | 46,089 | -1.1% | 0.80% | +1.0% |
| Q3 2018 | $2,517,000 | -4.7% | 46,607 | -4.6% | 0.79% | -10.9% |
| Q2 2018 | $2,642,000 | -6.1% | 48,832 | -1.8% | 0.89% | -18.9% |
| Q1 2018 | $2,813,000 | -3.4% | 49,750 | -2.9% | 1.09% | -0.5% |
| Q4 2017 | $2,912,000 | +3.7% | 51,250 | -0.1% | 1.10% | 0.0% |
| Q3 2017 | $2,808,000 | +3.1% | 51,309 | -2.1% | 1.10% | +0.2% |
| Q2 2017 | $2,724,000 | +3.8% | 52,409 | -0.8% | 1.10% | +0.6% |
| Q1 2017 | $2,625,000 | +6.2% | 52,848 | -1.9% | 1.09% | +0.8% |
| Q4 2016 | $2,472,000 | -5.5% | 53,887 | -7.6% | 1.08% | -9.3% |
| Q3 2016 | $2,617,000 | -2.0% | 58,327 | -2.9% | 1.19% | -4.6% |
| Q2 2016 | $2,671,000 | +3.9% | 60,062 | +5.0% | 1.25% | +4.8% |
| Q1 2016 | $2,570,000 | -1.5% | 57,215 | -1.0% | 1.19% | +0.6% |
| Q4 2015 | $2,608,000 | -3.7% | 57,815 | +7.5% | 1.19% | -2.3% |
| Q3 2015 | $2,707,000 | 0.0% | 53,777 | 0.0% | 1.21% | 0.0% |
| Q2 2015 | $2,707,000 | -2.5% | 53,777 | -2.4% | 1.21% | -0.8% |
| Q1 2015 | $2,775,000 | +1.1% | 55,117 | -2.9% | 1.22% | -12.6% |
| Q4 2014 | $2,744,000 | -7.7% | 56,767 | -2.6% | 1.40% | -6.4% |
| Q3 2014 | $2,972,000 | -9.8% | 58,266 | -4.0% | 1.50% | -3.5% |
| Q2 2014 | $3,296,000 | -15.3% | 60,716 | -18.5% | 1.55% | -15.7% |
| Q1 2014 | $3,891,000 | +0.4% | 74,541 | +0.7% | 1.84% | -8.6% |
| Q4 2013 | $3,876,000 | +18.7% | 73,991 | +13.6% | 2.01% | +0.1% |
| Q3 2013 | $3,266,000 | +11.1% | 65,116 | +1.1% | 2.01% | -8.9% |
| Q2 2013 | $2,941,000 | – | 64,391 | – | 2.20% | – |
Download | ||||||
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% |