VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 347 filers reported holding VANGUARD STAR FDS in Q4 2017. The put-call ratio across all filers is 1.63 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $37,000 | +184.6% | 722 | +178.8% | 0.01% | +150.0% |
| Q1 2019 | $13,000 | +8.3% | 259 | -0.8% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -74.5% | 261 | -70.1% | 0.00% | -75.0% |
| Q3 2018 | $47,000 | -6.0% | 874 | -5.0% | 0.01% | -11.1% |
| Q2 2018 | $50,000 | -3.8% | 920 | +0.3% | 0.01% | -10.0% |
| Q1 2018 | $52,000 | +2.0% | 917 | +1.8% | 0.01% | +11.1% |
| Q4 2017 | $51,000 | – | 901 | – | 0.01% | – |
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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% |