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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $6,000 | +20.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | +66.7% | 91 | +40.0% | 0.00% | +100.0% |
| Q2 2020 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -25.0% | 65 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $4,000 | -55.6% | 65 | -60.6% | 0.00% | -50.0% |
| Q3 2019 | $9,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | +50.0% | 165 | +26.9% | 0.00% | +33.3% |
| Q4 2018 | $6,000 | -14.3% | 130 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | -75.9% | 130 | -75.7% | 0.00% | -78.6% |
| Q2 2018 | $29,000 | -3.3% | 536 | 0.0% | 0.01% | -6.7% |
| Q1 2018 | $30,000 | +328.6% | 536 | +312.3% | 0.02% | +275.0% |
| Q4 2017 | $7,000 | 0.0% | 130 | 0.0% | 0.00% | -20.0% |
| Q3 2017 | $7,000 | +16.7% | 130 | 0.0% | 0.01% | +25.0% |
| Q2 2017 | $6,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $6,000 | 0.0% | 130 | 0.0% | 0.00% | -20.0% |
| Q4 2016 | $6,000 | 0.0% | 130 | 0.0% | 0.01% | -16.7% |
| Q3 2016 | $6,000 | +20.0% | 130 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $5,000 | -16.7% | 130 | 0.0% | 0.01% | +20.0% |
| Q1 2016 | $6,000 | -87.8% | 130 | -88.2% | 0.01% | -87.2% |
| Q4 2015 | $49,000 | -98.2% | 1,104 | -97.8% | 0.04% | -98.8% |
| Q3 2015 | $2,701,000 | +4901.9% | 51,222 | +4634.0% | 3.36% | +5594.9% |
| Q2 2015 | $54,000 | 0.0% | 1,082 | +0.3% | 0.06% | +7.3% |
| Q1 2015 | $54,000 | +3.8% | 1,079 | 0.0% | 0.06% | 0.0% |
| Q4 2014 | $52,000 | – | 1,079 | – | 0.06% | – |
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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% |