VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 347 filers reported holding VANGUARD STAR FDS in Q4 2017. The put-call ratio across all filers is 1.63 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $172,000 | -0.6% | 3,042 | 0.0% | 0.07% | +34.6% |
| Q4 2017 | $173,000 | +4.2% | 3,042 | 0.0% | 0.05% | -35.8% |
| Q3 2017 | $166,000 | +5.1% | 3,042 | 0.0% | 0.08% | -10.0% |
| Q2 2017 | $158,000 | +4.6% | 3,042 | 0.0% | 0.09% | -4.3% |
| Q1 2017 | $151,000 | +7.9% | 3,042 | 0.0% | 0.09% | 0.0% |
| Q4 2016 | $140,000 | -2.8% | 3,042 | 0.0% | 0.09% | -10.5% |
| Q3 2016 | $144,000 | +6.7% | 3,042 | 0.0% | 0.10% | -1.9% |
| Q2 2016 | $135,000 | -1.5% | 3,042 | 0.0% | 0.11% | -0.9% |
| Q1 2016 | $137,000 | – | 3,042 | – | 0.11% | – |
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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% |