VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 376 filers reported holding VANGUARD STAR FDS in Q2 2018. The put-call ratio across all filers is 0.65 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $211,000 | +427.5% | 3,327 | +375.3% | 0.05% | +152.6% |
| Q1 2018 | $40,000 | -33.3% | 700 | -33.3% | 0.02% | -29.6% |
| Q4 2017 | $60,000 | +5.3% | 1,050 | 0.0% | 0.03% | -6.9% |
| Q3 2017 | $57,000 | +3.6% | 1,050 | 0.0% | 0.03% | -3.3% |
| Q2 2017 | $55,000 | +5.8% | 1,050 | 0.0% | 0.03% | +3.4% |
| Q1 2017 | $52,000 | +8.3% | 1,050 | 0.0% | 0.03% | +3.6% |
| Q4 2016 | $48,000 | -4.0% | 1,050 | 0.0% | 0.03% | -9.7% |
| Q3 2016 | $50,000 | +6.4% | 1,050 | 0.0% | 0.03% | +3.3% |
| Q2 2016 | $47,000 | -9.6% | 1,050 | -8.7% | 0.03% | -16.7% |
| Q1 2016 | $52,000 | -49.5% | 1,150 | -49.5% | 0.04% | -60.9% |
| Q4 2015 | $103,000 | – | 2,275 | – | 0.09% | – |
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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% |