VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 297 filers reported holding VANGUARD STAR FDS in Q3 2017. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $273,183 | -4.2% | 5,104 | +0.4% | 0.09% | +2.3% |
| Q2 2023 | $285,018 | +9.7% | 5,082 | +8.0% | 0.09% | +6.0% |
| Q1 2023 | $259,728 | +16.0% | 4,704 | +8.9% | 0.08% | -7.8% |
| Q1 2019 | $224,000 | 0.0% | 4,318 | +1.4% | 0.09% | -8.2% |
| Q3 2018 | $224,000 | -2.2% | 4,260 | +0.5% | 0.10% | +553.3% |
| Q2 2018 | $229,000 | -4.2% | 4,239 | +1.1% | 0.02% | -87.6% |
| Q1 2018 | $239,000 | +0.4% | 4,192 | +0.3% | 0.12% | +1.7% |
| Q4 2017 | $238,000 | +4.8% | 4,181 | +0.9% | 0.12% | -1.7% |
| Q3 2017 | $227,000 | +6.1% | 4,142 | +0.5% | 0.12% | +1.7% |
| Q2 2017 | $214,000 | +5.4% | 4,120 | +1.1% | 0.12% | +32.2% |
| Q1 2017 | $203,000 | – | 4,076 | – | 0.09% | – |
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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% |