VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 514 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $53,000 | -95.7% | 1,271 | -94.3% | 0.02% | -95.7% |
| Q4 2019 | $1,233,000 | +6.2% | 22,148 | -1.5% | 0.37% | -5.9% |
| Q3 2019 | $1,161,000 | -15.7% | 22,481 | -13.9% | 0.39% | -23.0% |
| Q2 2019 | $1,377,000 | +0.4% | 26,111 | -1.2% | 0.51% | -15.7% |
| Q1 2019 | $1,372,000 | +5.1% | 26,431 | -4.4% | 0.60% | -20.0% |
| Q4 2018 | $1,306,000 | – | 27,648 | – | 0.76% | – |
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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% |