VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 420 filers reported holding VANGUARD STAR FDS in Q4 2018. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $11,037,000 | – | 245,708 | – | 9.19% | – |
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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% |