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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Louis-Dreyfus Family Office LLC | 681,382 | $31,187,000 | 48.22% |
OIKOS HOLDINGS LLC | 1,768,636 | $80,950,000 | 29.66% |
Drystone LLC | 276,040 | $12,634,000 | 18.24% |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 558,741 | $25,574,000 | 15.46% |
SAM Advisors, LLC | 688,362 | $31,506,000 | 15.34% |
Blooom, Inc. | 172,108 | $7,880,000 | 14.96% |
Mosaic Advisors LLC | 404,609 | $18,519,000 | 14.82% |
Sageworth Trust Co | 3,248,050 | $148,663,000 | 13.15% |
Sunflower Bank, N.A. | 1,097,119 | $50,215,000 | 11.39% |
UNIVEST FINANCIAL Corp | 743,985 | $34,052,000 | 11.14% |