VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 179 filers reported holding VANGUARD STAR FDS in Q4 2015. The put-call ratio across all filers is 2.83 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $1,316,000 | +0.3% | 23,256 | +0.7% | 0.15% | +10.4% |
| Q4 2017 | $1,312,000 | +3.8% | 23,088 | 0.0% | 0.14% | +7.1% |
| Q3 2017 | $1,264,000 | +5.3% | 23,088 | 0.0% | 0.13% | +6.8% |
| Q2 2017 | $1,200,000 | +4.6% | 23,088 | 0.0% | 0.12% | -7.8% |
| Q1 2017 | $1,147,000 | +13.3% | 23,088 | +4.7% | 0.13% | +7.6% |
| Q4 2016 | $1,012,000 | +3.2% | 22,048 | +6.2% | 0.12% | -40.5% |
| Q3 2016 | $981,000 | +6.2% | 20,770 | 0.0% | 0.20% | +2.0% |
| Q2 2016 | $924,000 | -1.0% | 20,770 | 0.0% | 0.20% | +13.3% |
| Q1 2016 | $933,000 | -0.4% | 20,770 | 0.0% | 0.17% | -1.7% |
| Q4 2015 | $937,000 | – | 20,770 | – | 0.18% | – |
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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% |