VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 213 filers reported holding VANGUARD STAR FDS in Q2 2016. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.
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 | 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% |