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 2023 | $1,071 | -4.5% | 20 | 0.0% | 0.00% | – |
| Q2 2023 | $1,122 | -96.5% | 20 | -96.0% | 0.00% | -100.0% |
| Q4 2021 | $32,000 | +540.0% | 500 | +566.7% | 0.00% | – |
| Q4 2020 | $5,000 | 0.0% | 75 | -25.0% | 0.00% | – |
| Q2 2020 | $5,000 | +25.0% | 100 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | -42.9% | 100 | -37.5% | 0.00% | -100.0% |
| Q4 2016 | $7,000 | -12.5% | 160 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $8,000 | +14.3% | 160 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $7,000 | -74.1% | 160 | -69.4% | 0.00% | -66.7% |
| Q3 2014 | $27,000 | -3.6% | 523 | 0.0% | 0.00% | -25.0% |
| Q2 2014 | $28,000 | +3.7% | 523 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $27,000 | – | 523 | – | 0.00% | – |
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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% |