VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 248 filers reported holding VANGUARD STAR FDS in Q4 2016. The put-call ratio across all filers is 74.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $386,000 | -80.9% | 9,199 | -74.6% | 0.11% | -77.0% |
| Q4 2019 | $2,020,000 | -21.9% | 36,271 | -27.5% | 0.47% | -28.0% |
| Q3 2019 | $2,586,000 | -3.9% | 50,059 | -1.8% | 0.65% | -9.6% |
| Q2 2019 | $2,690,000 | -4.0% | 50,991 | -5.6% | 0.72% | -10.5% |
| Q1 2019 | $2,803,000 | +8.3% | 54,001 | -1.5% | 0.80% | -4.3% |
| Q4 2018 | $2,589,000 | -7.3% | 54,823 | +5.9% | 0.84% | -12.3% |
| Q3 2018 | $2,794,000 | -1.0% | 51,748 | -0.8% | 0.95% | -6.3% |
| Q2 2018 | $2,821,000 | -9.8% | 52,148 | -5.7% | 1.02% | -10.2% |
| Q1 2018 | $3,126,000 | +2.7% | 55,274 | -0.6% | 1.13% | -8.8% |
| Q3 2017 | $3,043,000 | +4.5% | 55,615 | -0.7% | 1.24% | +7.4% |
| Q2 2017 | $2,911,000 | -1.1% | 56,016 | -5.4% | 1.16% | -3.3% |
| Q1 2017 | $2,942,000 | -8.0% | 59,211 | -15.1% | 1.19% | +38.0% |
| Q4 2016 | $3,199,000 | +18717.6% | 69,718 | +18055.7% | 0.86% | +12257.1% |
| Q2 2016 | $17,000 | -98.6% | 384 | -98.6% | 0.01% | -98.8% |
| Q1 2016 | $1,215,000 | -21.3% | 27,069 | -20.9% | 0.57% | -24.3% |
| Q4 2015 | $1,544,000 | – | 34,219 | – | 0.76% | – |
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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% |