VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 133 filers reported holding VANGUARD STAR FDS in Q4 2014. The put-call ratio across all filers is 3.90 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $98,000 | 0.0% | 1,812 | 0.0% | 0.02% | -11.1% |
| Q2 2018 | $98,000 | -19.0% | 1,812 | -15.6% | 0.02% | -25.0% |
| Q1 2018 | $121,000 | -24.4% | 2,146 | -23.7% | 0.02% | -11.1% |
| Q4 2017 | $160,000 | +3.9% | 2,812 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $154,000 | +196.2% | 2,812 | +181.2% | 0.03% | +200.0% |
| Q2 2017 | $52,000 | +940.0% | 1,000 | +870.9% | 0.01% | +350.0% |
| Q2 2015 | $5,000 | 0.0% | 103 | +1.0% | 0.00% | 0.0% |
| Q1 2015 | $5,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $5,000 | 0.0% | 102 | +1.0% | 0.00% | 0.0% |
| Q3 2014 | $5,000 | 0.0% | 101 | +1.0% | 0.00% | 0.0% |
| Q2 2014 | $5,000 | – | 100 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sageworth Trust Co of South Dakota | 56,137 | $3,687,000 | 24.65% |
| Sageworth Trust Co | 4,584,571 | $301,114,000 | 23.71% |
| Mosaic Advisors LLC | 432,756 | $28,423,000 | 18.53% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 488,452 | $32,082,000 | 17.40% |
| SIGNATUREFD, LLC | 5,800,174 | $380,955,000 | 15.19% |
| Hemington Wealth Management | 513,107 | $33,701,000 | 14.36% |
| UNIVEST FINANCIAL Corp | 709,116 | $46,574,000 | 12.79% |
| PFM Asset Management LLC | 7,990,662 | $524,827,000 | 11.48% |
| Sunflower Bank, N.A. | 1,096,538 | $72,021,000 | 11.07% |
| SENTINEL TRUST CO LBA | 2,190,788 | $143,890,000 | 10.90% |