VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 260 filers reported holding VANGUARD STAR FDS in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $436,000 | -0.2% | 8,074 | 0.0% | 0.12% | +7.8% |
| Q2 2018 | $437,000 | -22.5% | 8,074 | -19.0% | 0.12% | -26.8% |
| Q1 2018 | $564,000 | -0.4% | 9,971 | 0.0% | 0.16% | +6.1% |
| Q4 2017 | $566,000 | +6.0% | 9,971 | +2.2% | 0.15% | +1.4% |
| Q3 2017 | $534,000 | -47.3% | 9,756 | -50.0% | 0.15% | +5.0% |
| Q2 2017 | $1,014,000 | +233.6% | 19,512 | +218.8% | 0.14% | -9.2% |
| Q1 2017 | $304,000 | +28.8% | 6,121 | +18.8% | 0.15% | -3.2% |
| Q4 2016 | $236,000 | -2.9% | 5,153 | 0.0% | 0.16% | +1.3% |
| Q3 2016 | $243,000 | +6.1% | 5,153 | 0.0% | 0.16% | +18.2% |
| Q2 2016 | $229,000 | -0.9% | 5,153 | 0.0% | 0.13% | -22.4% |
| Q1 2016 | $231,000 | -0.4% | 5,153 | 0.0% | 0.17% | +1.8% |
| Q4 2015 | $232,000 | – | 5,153 | – | 0.17% | – |
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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% |