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 | 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% |