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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,546,000 | +6.1% | 29,635 | 0.0% | 0.42% | -11.4% |
| Q2 2020 | $1,457,000 | +17.2% | 29,635 | 0.0% | 0.47% | +1.3% |
| Q1 2020 | $1,243,000 | -87.2% | 29,635 | -83.0% | 0.47% | -84.1% |
| Q4 2019 | $9,724,000 | +10.5% | 174,610 | +2.5% | 2.95% | +1.4% |
| Q3 2019 | $8,797,000 | -2.3% | 170,298 | -0.2% | 2.90% | +1.7% |
| Q2 2019 | $9,000,000 | +11.6% | 170,631 | +9.8% | 2.86% | +6.4% |
| Q1 2019 | $8,066,000 | +14.6% | 155,427 | +4.3% | 2.68% | +2.3% |
| Q4 2018 | $7,036,000 | +1174.6% | 149,017 | +1363.8% | 2.62% | +1311.3% |
| Q3 2018 | $552,000 | -2.3% | 10,180 | -2.5% | 0.19% | -4.6% |
| Q2 2018 | $565,000 | -4.2% | 10,445 | 0.0% | 0.20% | -8.0% |
| Q1 2018 | $590,000 | -1.3% | 10,445 | -0.8% | 0.21% | -4.9% |
| Q4 2017 | $598,000 | +3.8% | 10,530 | 0.0% | 0.22% | +0.9% |
| Q3 2017 | $576,000 | -6.8% | 10,530 | -11.5% | 0.22% | -10.9% |
| Q2 2017 | $618,000 | +4.6% | 11,900 | 0.0% | 0.25% | -5.0% |
| Q1 2017 | $591,000 | +8.2% | 11,900 | 0.0% | 0.26% | +1.2% |
| Q4 2016 | $546,000 | -94.9% | 11,900 | -94.9% | 0.26% | -95.0% |
| Q4 2015 | $10,604,000 | +304.6% | 235,075 | +297.5% | 5.14% | +270.4% |
| Q3 2015 | $2,621,000 | -19.6% | 59,133 | -8.6% | 1.39% | -7.9% |
| Q2 2015 | $3,258,000 | -4.0% | 64,723 | -4.0% | 1.51% | -1.4% |
| Q1 2015 | $3,394,000 | +3.6% | 67,405 | -0.6% | 1.53% | +0.7% |
| Q4 2014 | $3,277,000 | – | 67,797 | – | 1.52% | – |
Download | ||||||
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% |