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 2019 | $103,367,000 | +16.0% | 1,855,743 | +7.6% | 0.72% | +8.8% |
| Q3 2019 | $89,086,000 | +8.2% | 1,724,197 | +10.4% | 0.66% | +4.0% |
| Q2 2019 | $82,362,000 | +28.3% | 1,561,105 | +26.3% | 0.63% | +19.7% |
| Q1 2019 | $64,182,000 | +31.0% | 1,236,516 | +19.2% | 0.53% | +9.8% |
| Q4 2018 | $48,980,000 | -5.5% | 1,037,238 | +8.1% | 0.48% | -7.9% |
| Q3 2018 | $51,820,000 | +66.6% | 959,572 | +67.0% | 0.52% | +22.0% |
| Q2 2018 | $31,097,000 | -5.5% | 574,761 | -1.2% | 0.43% | -5.3% |
| Q1 2018 | $32,897,000 | +7.1% | 581,723 | +7.6% | 0.45% | +10.2% |
| Q4 2017 | $30,714,000 | +28.7% | 540,608 | +24.0% | 0.41% | +9.3% |
| Q3 2017 | $23,863,000 | +39.8% | 435,981 | +32.7% | 0.38% | +25.0% |
| Q2 2017 | $17,074,000 | +32.2% | 328,523 | +26.4% | 0.30% | +14.9% |
| Q1 2017 | $12,912,000 | +47.8% | 259,916 | +36.5% | 0.26% | +32.5% |
| Q4 2016 | $8,735,000 | +27.6% | 190,375 | +31.3% | 0.20% | +19.4% |
| Q3 2016 | $6,844,000 | +38.1% | 144,970 | +30.0% | 0.16% | +26.9% |
| Q2 2016 | $4,957,000 | – | 111,500 | – | 0.13% | – |
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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% |