Sigma Investment Management Co - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 297 filers reported holding VANGUARD STAR FDS in Q3 2017. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.

Quarter-by-quarter ownership
Sigma Investment Management Co ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q4 2018$9,402,000
-7.0%
199,105
+6.4%
7.51%
-8.7%
Q3 2018$10,107,000
+0.2%
187,158
+0.4%
8.22%
-1.7%
Q2 2018$10,088,000
-6.2%
186,466
-2.0%
8.37%
-7.4%
Q1 2018$10,758,000
-3.5%
190,245
-3.0%
9.03%
-1.7%
Q4 2017$11,147,000
+1.4%
196,212
-2.3%
9.19%
-2.0%
Q3 2017$10,988,000
+1.9%
200,774
-3.2%
9.38%
+1.0%
Q2 2017$10,784,000
+2.4%
207,506
-2.1%
9.29%
-0.5%
Q1 2017$10,532,000
+8.9%
212,000
+0.6%
9.34%
+11.1%
Q4 2016$9,669,000
-10.9%
210,744
-8.3%
8.40%
-8.9%
Q3 2016$10,849,000
+3.4%
229,800
-2.6%
9.22%
+4.5%
Q2 2016$10,490,000
-5.0%
235,830
-4.0%
8.83%
-4.0%
Q1 2016$11,037,000245,7089.19%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2017
NameSharesValueWeighting ↓
Louis-Dreyfus Family Office LLC 681,382$31,187,00048.22%
OIKOS HOLDINGS LLC 1,768,636$80,950,00029.66%
Drystone LLC 276,040$12,634,00018.24%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 558,741$25,574,00015.46%
SAM Advisors, LLC 688,362$31,506,00015.34%
Blooom, Inc. 172,108$7,880,00014.96%
Mosaic Advisors LLC 404,609$18,519,00014.82%
Sageworth Trust Co 3,248,050$148,663,00013.15%
Sunflower Bank, N.A. 1,097,119$50,215,00011.39%
UNIVEST FINANCIAL Corp 743,985$34,052,00011.14%
View complete list of VANGUARD STAR FDS shareholders