VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 214 filers reported holding VANGUARD STAR FDS in Q3 2016. The put-call ratio across all filers is 0.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $25,862,000 | +31.3% | 472,535 | +24.7% | 0.16% | +24.0% |
| Q2 2017 | $19,695,000 | +21.4% | 378,966 | +16.0% | 0.12% | +14.7% |
| Q1 2017 | $16,226,000 | +26.6% | 326,607 | +16.9% | 0.11% | +14.7% |
| Q4 2016 | $12,821,000 | +9.2% | 279,438 | +12.3% | 0.10% | +2.2% |
| Q3 2016 | $11,744,000 | +7.5% | 248,753 | +1.2% | 0.09% | +1.1% |
| Q2 2016 | $10,929,000 | +1.7% | 245,708 | +2.7% | 0.09% | -4.2% |
| Q1 2016 | $10,748,000 | -32.5% | 239,279 | -32.2% | 0.10% | -36.4% |
| Q4 2015 | $15,915,000 | +152.7% | 352,815 | +148.2% | 0.15% | +128.8% |
| Q3 2015 | $6,299,000 | -16.6% | 142,122 | -5.3% | 0.07% | -12.0% |
| Q2 2015 | $7,552,000 | +37.7% | 150,059 | +37.7% | 0.08% | +31.6% |
| Q1 2015 | $5,486,000 | +15.0% | 108,956 | +10.4% | 0.06% | +7.5% |
| Q4 2014 | $4,772,000 | +31.8% | 98,710 | +39.0% | 0.05% | +20.5% |
| Q3 2014 | $3,621,000 | +1.1% | 70,994 | +7.7% | 0.04% | 0.0% |
| Q2 2014 | $3,580,000 | +1.7% | 65,941 | -2.2% | 0.04% | -10.2% |
| Q1 2014 | $3,519,000 | +2.1% | 67,417 | +2.5% | 0.05% | -2.0% |
| Q4 2013 | $3,447,000 | +28.3% | 65,803 | +22.9% | 0.05% | +13.6% |
| Q3 2013 | $2,686,000 | -2.8% | 53,550 | -11.4% | 0.04% | -10.2% |
| Q2 2013 | $2,762,000 | – | 60,457 | – | 0.05% | – |
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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% |