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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,211 | -5.0% | 4,918 | -0.4% | 0.08% | -1.2% |
| Q2 2023 | $276,923 | -15.4% | 4,938 | -16.7% | 0.08% | -15.8% |
| Q1 2023 | $327,340 | +19349.8% | 5,929 | -81.8% | 0.10% | -81.3% |
| Q4 2022 | $1,683 | -99.9% | 32,548 | +83.8% | 0.54% | +92.2% |
| Q4 2021 | $1,126,000 | +14.3% | 17,712 | +0.2% | 0.28% | -9.1% |
| Q4 2019 | $985,000 | -67.1% | 17,684 | -72.1% | 0.31% | -70.9% |
| Q4 2018 | $2,993,000 | +166.3% | 63,380 | +220.4% | 1.06% | +186.0% |
| Q4 2017 | $1,124,000 | +23.8% | 19,779 | -0.1% | 0.37% | +5.7% |
| Q4 2016 | $908,000 | +81.6% | 19,792 | +78.5% | 0.35% | +45.6% |
| Q4 2015 | $500,000 | – | 11,090 | – | 0.24% | – |
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% |