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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $2,320,000 | +0.2% | 44,918 | +2.3% | 0.88% | +0.7% |
| Q2 2019 | $2,316,000 | +1.2% | 43,910 | -0.4% | 0.88% | -3.1% |
| Q1 2019 | $2,288,000 | +7526.7% | 44,101 | 0.0% | 0.91% | +5235.3% |
| Q4 2018 | $30,000 | -11.8% | 44,101 | +9.7% | 0.02% | -10.5% |
| Q3 2018 | $34,000 | -17.1% | 40,184 | +5146.0% | 0.02% | +5.6% |
| Q2 2018 | $41,000 | -98.2% | 766 | -98.1% | 0.02% | -98.3% |
| Q1 2018 | $2,292,000 | -60.7% | 40,547 | -60.5% | 1.05% | -79.4% |
| Q4 2017 | $5,835,000 | +54.8% | 102,714 | +49.2% | 5.09% | -3.9% |
| Q3 2017 | $3,769,000 | +99.7% | 68,859 | +96.9% | 5.30% | +448.6% |
| Q2 2017 | $1,887,000 | -46.5% | 34,967 | -50.7% | 0.97% | -47.9% |
| Q1 2017 | $3,525,000 | +9.6% | 70,952 | +1.4% | 1.85% | +4.4% |
| Q4 2016 | $3,217,000 | – | 70,005 | – | 1.78% | – |
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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% |