VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 148 filers reported holding VANGUARD STAR FDS in Q3 2015. The put-call ratio across all filers is 2.62 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $1,208,000 | +6.5% | 23,246 | +1.8% | 0.27% | -9.6% |
| Q1 2017 | $1,134,000 | +9350.0% | 22,829 | +9068.3% | 0.30% | +9966.7% |
| Q3 2016 | $12,000 | +9.1% | 249 | +0.4% | 0.00% | 0.0% |
| Q2 2016 | $11,000 | 0.0% | 248 | +1.2% | 0.00% | 0.0% |
| Q1 2016 | $11,000 | -98.8% | 245 | -98.7% | 0.00% | -98.8% |
| Q2 2015 | $917,000 | +239.6% | 18,222 | +244.8% | 0.25% | +396.1% |
| Q3 2014 | $270,000 | -5.6% | 5,285 | +0.2% | 0.05% | -3.8% |
| Q2 2014 | $286,000 | – | 5,277 | – | 0.05% | – |
Download | ||||||
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% |