VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 420 filers reported holding VANGUARD STAR FDS in Q4 2018. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $201,000 | -8.6% | 3,336 | -28.4% | 0.02% | -48.7% |
| Q4 2018 | $220,000 | -12.7% | 4,660 | 0.0% | 0.04% | -7.1% |
| Q3 2018 | $252,000 | 0.0% | 4,660 | 0.0% | 0.04% | -4.5% |
| Q2 2018 | $252,000 | -4.5% | 4,660 | 0.0% | 0.04% | -10.2% |
| Q1 2018 | $264,000 | -6.7% | 4,660 | -6.6% | 0.05% | +2.1% |
| Q4 2017 | $283,000 | +3.7% | 4,987 | 0.0% | 0.05% | -7.7% |
| Q3 2017 | $273,000 | +5.4% | 4,987 | 0.0% | 0.05% | +30.0% |
| Q2 2017 | $259,000 | -83.2% | 4,987 | -85.1% | 0.04% | -85.3% |
| Q4 2016 | $1,539,000 | – | 33,534 | – | 0.27% | – |
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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% |