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 2023 | $830,099 | -4.1% | 15,510 | +0.5% | 0.11% | -5.9% |
| Q2 2023 | $865,199 | +173.8% | 15,428 | +157.1% | 0.12% | +9.3% |
| Q2 2019 | $316,000 | +1.6% | 6,000 | 0.0% | 0.11% | -2.7% |
| Q1 2019 | $311,000 | +9.9% | 6,000 | 0.0% | 0.11% | -11.9% |
| Q4 2018 | $283,000 | -12.7% | 6,000 | 0.0% | 0.13% | +17.8% |
| Q3 2018 | $324,000 | -0.3% | 6,000 | 0.0% | 0.11% | -19.5% |
| Q2 2018 | $325,000 | -4.1% | 6,000 | 0.0% | 0.13% | +33.0% |
| Q1 2018 | $339,000 | -0.6% | 6,000 | 0.0% | 0.10% | -9.1% |
| Q4 2017 | $341,000 | +4.0% | 6,000 | 0.0% | 0.11% | -17.3% |
| Q3 2017 | $328,000 | +1.2% | 6,000 | 0.0% | 0.13% | -1.5% |
| Q2 2017 | $324,000 | +3.2% | 6,000 | 0.0% | 0.14% | -1.5% |
| Q1 2017 | $314,000 | +14.2% | 6,000 | 0.0% | 0.14% | +17.1% |
| Q4 2016 | $275,000 | -2.8% | 6,000 | 0.0% | 0.12% | -28.2% |
| Q3 2016 | $283,000 | +2.5% | 6,000 | 0.0% | 0.16% | -5.8% |
| Q2 2016 | $276,000 | – | 6,000 | – | 0.17% | – |
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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% |