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 | 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% |