VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 213 filers reported holding VANGUARD STAR FDS in Q2 2016. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,167,000 | -1.2% | 25,437 | +1.7% | 0.04% | -5.0% |
| Q3 2016 | $1,181,000 | +4.1% | 25,023 | -1.8% | 0.04% | -2.4% |
| Q2 2016 | $1,134,000 | +6.2% | 25,490 | +7.2% | 0.04% | -8.9% |
| Q1 2016 | $1,068,000 | +14.6% | 23,769 | +15.0% | 0.04% | +7.1% |
| Q4 2015 | $932,000 | +513.2% | 20,660 | +501.6% | 0.04% | +250.0% |
| Q3 2015 | $152,000 | -51.4% | 3,434 | -44.8% | 0.01% | -45.5% |
| Q2 2015 | $313,000 | +137.1% | 6,216 | +136.7% | 0.02% | +144.4% |
| Q1 2015 | $132,000 | +594.7% | 2,626 | +583.9% | 0.01% | +350.0% |
| Q4 2014 | $19,000 | +111.1% | 384 | +112.2% | 0.00% | +100.0% |
| Q3 2014 | $9,000 | -10.0% | 181 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $10,000 | -44.4% | 181 | -49.7% | 0.00% | 0.0% |
| Q1 2014 | $18,000 | +260.0% | 360 | +260.0% | 0.00% | 0.0% |
| Q4 2013 | $5,000 | -83.9% | 100 | -85.4% | 0.00% | -83.3% |
| Q2 2013 | $31,000 | – | 685 | – | 0.01% | – |
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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% |