VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 154 filers reported holding VANGUARD STAR FDS in Q2 2015. The put-call ratio across all filers is 4.27 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $12,000 | +9.1% | 205 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $11,000 | 0.0% | 205 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $11,000 | +1000.0% | 205 | +583.3% | 0.01% | +500.0% |
| Q1 2017 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $1,000 | -88.9% | 30 | -85.0% | 0.00% | -83.3% |
| Q4 2015 | $9,000 | 0.0% | 200 | 0.0% | 0.01% | -14.3% |
| Q3 2015 | $9,000 | -10.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $10,000 | +25.0% | 200 | +33.3% | 0.01% | +16.7% |
| Q1 2015 | $8,000 | +33.3% | 150 | +15.4% | 0.01% | +50.0% |
| Q4 2014 | $6,000 | – | 130 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Louis-Dreyfus Family Office LLC | 681,382 | $31,187,000 | 48.22% |
| OIKOS HOLDINGS LLC | 1,768,636 | $80,950,000 | 29.66% |
| Drystone LLC | 276,040 | $12,634,000 | 18.24% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 558,741 | $25,574,000 | 15.46% |
| SAM Advisors, LLC | 688,362 | $31,506,000 | 15.34% |
| Blooom, Inc. | 172,108 | $7,880,000 | 14.96% |
| Mosaic Advisors LLC | 404,609 | $18,519,000 | 14.82% |
| Sageworth Trust Co | 3,248,050 | $148,663,000 | 13.15% |
| Sunflower Bank, N.A. | 1,097,119 | $50,215,000 | 11.39% |
| UNIVEST FINANCIAL Corp | 743,985 | $34,052,000 | 11.14% |