VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 360 filers reported holding VANGUARD STAR FDS in Q1 2018. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $20,000 | -9.1% | 343 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $22,000 | 0.0% | 343 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | -31.2% | 343 | -29.0% | 0.00% | -33.3% |
| Q2 2021 | $32,000 | -17.9% | 483 | -21.8% | 0.00% | -25.0% |
| Q1 2021 | $39,000 | -13.3% | 618 | -17.6% | 0.00% | -20.0% |
| Q4 2020 | $45,000 | +15.4% | 750 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $39,000 | +5.4% | 750 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $37,000 | +19.4% | 750 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $31,000 | -26.2% | 750 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $42,000 | +7.7% | 750 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $39,000 | -26.4% | 750 | -25.0% | 0.01% | -30.0% |
| Q2 2019 | $53,000 | +1.9% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $52,000 | +10.6% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $47,000 | -13.0% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $54,000 | +285.7% | 1,000 | +300.0% | 0.01% | +233.3% |
| Q2 2018 | $14,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $14,000 | – | 250 | – | 0.00% | – |
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% |