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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,529 | -4.6% | 477 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $26,750 | +1.6% | 477 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $26,330 | +6.7% | 477 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $24,670 | +12.1% | 477 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $22,000 | -12.0% | 477 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $25,000 | -10.7% | 477 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $28,000 | -6.7% | 477 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $30,000 | 0.0% | 477 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $30,000 | -3.2% | 477 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $31,000 | +3.3% | 477 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $30,000 | +3.4% | 477 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $29,000 | +16.0% | 477 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $25,000 | +8.7% | 477 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $23,000 | -36.1% | 477 | -43.7% | 0.00% | -66.7% |
| Q1 2020 | $36,000 | -23.4% | 847 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $47,000 | -24.2% | 847 | -29.2% | 0.00% | -25.0% |
| Q3 2019 | $62,000 | +148.0% | 1,197 | +150.9% | 0.00% | +100.0% |
| Q2 2019 | $25,000 | -10.7% | 477 | -13.1% | 0.00% | 0.0% |
| Q1 2019 | $28,000 | +7.7% | 549 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $26,000 | -13.3% | 549 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $30,000 | +15.4% | 549 | +15.1% | 0.00% | 0.0% |
| Q2 2018 | $26,000 | -3.7% | 477 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $27,000 | 0.0% | 477 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $27,000 | +3.8% | 477 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $26,000 | +4.0% | 477 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $25,000 | -79.8% | 477 | -80.9% | 0.00% | -83.3% |
| Q1 2017 | $124,000 | +7.8% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $115,000 | -2.5% | 2,500 | 0.0% | 0.01% | -7.7% |
| Q3 2016 | $118,000 | +6.3% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $111,000 | -0.9% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $112,000 | -0.9% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $113,000 | – | 2,500 | – | 0.01% | – |
Download | ||||||
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% |