VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 112 filers reported holding VANGUARD STAR FDS in Q3 2014. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5,172 | -85.2% | 100 | -87.1% | 0.00% | – |
| Q3 2022 | $35,000 | +600.0% | 775 | +675.0% | 0.00% | – |
| Q2 2022 | $5,000 | -16.7% | 100 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2021 | $6,000 | -91.0% | 100 | -90.2% | 0.00% | – |
| Q2 2021 | $67,000 | +346.7% | 1,019 | +269.2% | 0.00% | – |
| Q2 2018 | $15,000 | -96.3% | 276 | -96.6% | 0.00% | -100.0% |
| Q2 2015 | $410,000 | -67.2% | 8,142 | -67.2% | 0.00% | -66.7% |
| Q1 2015 | $1,251,000 | +4.2% | 24,850 | 0.0% | 0.01% | +20.0% |
| Q4 2014 | $1,201,000 | -5.2% | 24,850 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $1,267,000 | -6.1% | 24,850 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $1,349,000 | – | 24,850 | – | 0.01% | – |
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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% |