VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 420 filers reported holding VANGUARD STAR FDS in Q4 2018. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,094,000 | -81.0% | 23,161 | -78.2% | 0.14% | -78.6% |
| Q3 2018 | $5,767,000 | -11.1% | 106,265 | -11.4% | 0.68% | -13.9% |
| Q2 2018 | $6,486,000 | +16.0% | 119,886 | +21.6% | 0.79% | +12.1% |
| Q1 2018 | $5,589,000 | +27.4% | 98,591 | +27.7% | 0.70% | +26.8% |
| Q4 2017 | $4,388,000 | +8.1% | 77,231 | +4.1% | 0.55% | -1.6% |
| Q3 2017 | $4,060,000 | +37.5% | 74,174 | +30.5% | 0.56% | +28.0% |
| Q2 2017 | $2,953,000 | +28.4% | 56,829 | +22.8% | 0.44% | +21.3% |
| Q1 2017 | $2,300,000 | +356.3% | 46,287 | +333.6% | 0.36% | +265.7% |
| Q3 2016 | $504,000 | +21.4% | 10,676 | +14.3% | 0.10% | +12.5% |
| Q2 2016 | $415,000 | – | 9,339 | – | 0.09% | – |
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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% |