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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $358,000 | +0.6% | 6,622 | +0.6% | 0.22% | -0.9% |
| Q2 2018 | $356,000 | -8.0% | 6,582 | -3.9% | 0.22% | -14.9% |
| Q1 2018 | $387,000 | +7.5% | 6,847 | +8.0% | 0.26% | +7.6% |
| Q4 2017 | $360,000 | -5.8% | 6,340 | -9.2% | 0.24% | -10.6% |
| Q3 2017 | $382,000 | +2.7% | 6,985 | -2.4% | 0.26% | -0.7% |
| Q2 2017 | $372,000 | +15.2% | 7,160 | +10.2% | 0.27% | +9.4% |
| Q1 2017 | $323,000 | +7.3% | 6,500 | -1.1% | 0.24% | 0.0% |
| Q4 2016 | $301,000 | -10.4% | 6,570 | -7.7% | 0.24% | -13.8% |
| Q3 2016 | $336,000 | +7.0% | 7,115 | +0.9% | 0.28% | +5.2% |
| Q2 2016 | $314,000 | -4.6% | 7,050 | -3.8% | 0.27% | -5.9% |
| Q1 2016 | $329,000 | -1.8% | 7,330 | -1.3% | 0.29% | -4.7% |
| Q4 2015 | $335,000 | – | 7,430 | – | 0.30% | – |
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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% |