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 2021 | $345,000 | +1.5% | 5,420 | 0.0% | 0.15% | -16.4% |
| Q3 2021 | $340,000 | -4.5% | 5,420 | 0.0% | 0.18% | +7.6% |
| Q2 2021 | $356,000 | +4.7% | 5,420 | 0.0% | 0.17% | -7.1% |
| Q1 2021 | $340,000 | -49.3% | 5,420 | -49.9% | 0.18% | -3.2% |
| Q4 2020 | $670,000 | +16.7% | 10,818 | 0.0% | 0.19% | +3.8% |
| Q3 2020 | $574,000 | +107.2% | 10,818 | +100.0% | 0.18% | +0.6% |
| Q2 2020 | $277,000 | +14.9% | 5,409 | 0.0% | 0.18% | +9.7% |
| Q1 2020 | $241,000 | -20.5% | 5,409 | 0.0% | 0.16% | -6.2% |
| Q4 2019 | $303,000 | +2.0% | 5,409 | -5.9% | 0.18% | -4.9% |
| Q3 2019 | $297,000 | -2.0% | 5,751 | 0.0% | 0.18% | 0.0% |
| Q2 2019 | $303,000 | +1.7% | 5,751 | 0.0% | 0.18% | -5.6% |
| Q1 2019 | $298,000 | +10.0% | 5,751 | 0.0% | 0.20% | +10.7% |
| Q4 2018 | $271,000 | -12.6% | 5,751 | 0.0% | 0.18% | -3.8% |
| Q3 2018 | $310,000 | -5.5% | 5,751 | -5.3% | 0.18% | -9.4% |
| Q2 2018 | $328,000 | -6.6% | 6,076 | -2.2% | 0.20% | -7.7% |
| Q1 2018 | $351,000 | -50.3% | 6,215 | -50.0% | 0.22% | -1.3% |
| Q4 2017 | $706,000 | +104.6% | 12,430 | +97.4% | 0.22% | -4.3% |
| Q3 2017 | $345,000 | -8.0% | 6,296 | -13.0% | 0.23% | -13.4% |
| Q2 2017 | $375,000 | +1.6% | 7,233 | -2.7% | 0.27% | -1.8% |
| Q1 2017 | $369,000 | -20.6% | 7,433 | -26.7% | 0.27% | -26.3% |
| Q4 2016 | $465,000 | -30.5% | 10,136 | -28.5% | 0.37% | -34.6% |
| Q3 2016 | $669,000 | -56.5% | 14,181 | -59.0% | 0.57% | -60.4% |
| Q2 2016 | $1,537,000 | -12.3% | 34,566 | -11.4% | 1.44% | -19.1% |
| Q1 2016 | $1,752,000 | -27.3% | 39,009 | -27.0% | 1.78% | -30.0% |
| Q4 2015 | $2,410,000 | -43.0% | 53,447 | -44.0% | 2.54% | -45.5% |
| Q3 2015 | $4,227,000 | -3.5% | 95,375 | +9.5% | 4.66% | +2.8% |
| Q2 2015 | $4,382,000 | – | 87,075 | – | 4.53% | – |
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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% |