VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 104 filers reported holding VANGUARD STAR FDS in Q2 2014. The put-call ratio across all filers is 2.14 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,247,000 | -96.4% | 29,720 | -89.8% | 0.06% | -95.4% |
| Q4 2019 | $34,275,000 | +2080.3% | 291,188 | +856.8% | 1.27% | +1922.2% |
| Q3 2019 | $1,572,000 | -2.5% | 30,435 | -0.5% | 0.06% | -4.5% |
| Q2 2019 | $1,613,000 | +5.2% | 30,591 | +12.8% | 0.07% | -7.0% |
| Q1 2018 | $1,533,000 | -34.9% | 27,108 | -34.6% | 0.07% | -32.4% |
| Q4 2017 | $2,356,000 | +71.3% | 41,472 | +56.7% | 0.10% | +54.4% |
| Q2 2017 | $1,375,000 | +472.9% | 26,460 | +447.8% | 0.07% | +277.8% |
| Q1 2017 | $240,000 | +5.3% | 4,830 | -3.0% | 0.02% | 0.0% |
| Q4 2016 | $228,000 | -3.0% | 4,980 | +0.2% | 0.02% | -5.3% |
| Q3 2016 | $235,000 | -42.3% | 4,970 | -37.7% | 0.02% | -32.1% |
| Q3 2014 | $407,000 | +23.7% | 7,981 | +31.8% | 0.03% | +21.7% |
| Q2 2014 | $329,000 | – | 6,056 | – | 0.02% | – |
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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% |