VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 133 filers reported holding VANGUARD STAR FDS in Q4 2014. The put-call ratio across all filers is 3.90 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $4,816,000 | +5.3% | 88,000 | 0.0% | 0.17% | +8.2% |
| Q2 2017 | $4,573,000 | +4.6% | 88,000 | 0.0% | 0.16% | +6.8% |
| Q1 2017 | $4,372,000 | +8.3% | 88,000 | 0.0% | 0.15% | +25.4% |
| Q4 2016 | $4,037,000 | -2.8% | 88,000 | 0.0% | 0.12% | -2.5% |
| Q3 2016 | $4,154,000 | +6.1% | 88,000 | 0.0% | 0.12% | +6.1% |
| Q2 2016 | $3,914,000 | -1.0% | 88,000 | 0.0% | 0.11% | -5.8% |
| Q1 2016 | $3,953,000 | -0.4% | 88,000 | 0.0% | 0.12% | -3.2% |
| Q4 2015 | $3,970,000 | +1.8% | 88,000 | 0.0% | 0.12% | -21.4% |
| Q3 2015 | $3,900,000 | +35.2% | 88,000 | +53.6% | 0.16% | +48.6% |
| Q2 2015 | $2,884,000 | -0.0% | 57,300 | 0.0% | 0.11% | -1.8% |
| Q1 2015 | $2,885,000 | +4.2% | 57,300 | 0.0% | 0.11% | -14.8% |
| Q4 2014 | $2,770,000 | -5.2% | 57,300 | 0.0% | 0.13% | +8.5% |
| Q3 2014 | $2,922,000 | -6.1% | 57,300 | 0.0% | 0.12% | -4.8% |
| Q2 2014 | $3,111,000 | +4.0% | 57,300 | 0.0% | 0.12% | 0.0% |
| Q1 2014 | $2,991,000 | -0.3% | 57,300 | 0.0% | 0.12% | -1.6% |
| Q4 2013 | $3,001,000 | – | 57,300 | – | 0.13% | – |
Download | ||||||
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% |