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% | – |
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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% |