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 2018 | $25,000 | -70.2% | 459 | -70.3% | 0.01% | -72.0% |
| Q2 2018 | $84,000 | -3.4% | 1,544 | 0.0% | 0.02% | -7.4% |
| Q1 2018 | $87,000 | -28.7% | 1,544 | -28.0% | 0.03% | -28.9% |
| Q4 2017 | $122,000 | -6.2% | 2,144 | -9.7% | 0.04% | -11.6% |
| Q3 2017 | $130,000 | +1.6% | 2,373 | -4.0% | 0.04% | 0.0% |
| Q2 2017 | $128,000 | +3.2% | 2,472 | -0.8% | 0.04% | -4.4% |
| Q1 2017 | $124,000 | +7.8% | 2,493 | -0.2% | 0.04% | +2.3% |
| Q4 2016 | $115,000 | -2.5% | 2,497 | -0.4% | 0.04% | -4.3% |
| Q3 2016 | $118,000 | +5.4% | 2,507 | -0.6% | 0.05% | +2.2% |
| Q2 2016 | $112,000 | -37.1% | 2,523 | -33.2% | 0.04% | +25.0% |
| Q1 2015 | $178,000 | 0.0% | 3,776 | -2.5% | 0.04% | -52.0% |
| Q4 2014 | $178,000 | -10.1% | 3,874 | -0.3% | 0.08% | -12.8% |
| Q3 2014 | $198,000 | +1137.5% | 3,884 | +1199.0% | 0.09% | +1128.6% |
| Q2 2014 | $16,000 | – | 299 | – | 0.01% | – |
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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% |