VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 347 filers reported holding VANGUARD STAR FDS in Q4 2017. The put-call ratio across all filers is 1.63 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $4,320,000 | +5.1% | 102,962 | +39.4% | 2.82% | +22.7% |
| Q4 2019 | $4,112,000 | +17.7% | 73,839 | +9.2% | 2.30% | +11.1% |
| Q3 2019 | $3,494,000 | -4.5% | 67,640 | -2.5% | 2.07% | -9.1% |
| Q2 2019 | $3,659,000 | +27.4% | 69,369 | +25.3% | 2.28% | +22.2% |
| Q1 2019 | $2,873,000 | +43.2% | 55,363 | +30.3% | 1.86% | +555.3% |
| Q4 2018 | $2,006,000 | -70.8% | 42,481 | -66.4% | 0.28% | -70.4% |
| Q3 2018 | $6,861,000 | +12.4% | 126,436 | +12.0% | 0.96% | -2.1% |
| Q2 2018 | $6,105,000 | +39.5% | 112,844 | +45.8% | 0.98% | +42.9% |
| Q1 2018 | $4,376,000 | +453.2% | 77,391 | +455.9% | 0.69% | +476.5% |
| Q4 2017 | $791,000 | +53.3% | 13,923 | +47.7% | 0.12% | +28.0% |
| Q3 2017 | $516,000 | +14.4% | 9,428 | +8.7% | 0.09% | +16.2% |
| Q2 2017 | $451,000 | +15.9% | 8,671 | +10.6% | 0.08% | +15.9% |
| Q1 2017 | $389,000 | +9.3% | 7,840 | +1.1% | 0.07% | -2.8% |
| Q4 2016 | $356,000 | +5.0% | 7,754 | +7.9% | 0.07% | -7.8% |
| Q3 2016 | $339,000 | +16.9% | 7,183 | +10.3% | 0.08% | +8.5% |
| Q2 2016 | $290,000 | +29.5% | 6,512 | +30.3% | 0.07% | +24.6% |
| Q1 2016 | $224,000 | – | 4,997 | – | 0.06% | – |
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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% |