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 ↓ |
---|---|---|---|
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% |