VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 397 filers reported holding VANGUARD STAR FDS in Q3 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $259,000 | -7.5% | 4,644 | -14.2% | 0.04% | -11.8% |
| Q3 2019 | $280,000 | -10.3% | 5,414 | -8.5% | 0.05% | -10.5% |
| Q2 2019 | $312,000 | +1.6% | 5,914 | 0.0% | 0.06% | +1.8% |
| Q1 2019 | $307,000 | +10.0% | 5,914 | 0.0% | 0.06% | -3.4% |
| Q4 2018 | $279,000 | -48.7% | 5,914 | -41.3% | 0.06% | -37.6% |
| Q3 2018 | $544,000 | -12.8% | 10,067 | -12.7% | 0.09% | -16.2% |
| Q2 2018 | $624,000 | -12.7% | 11,528 | -8.9% | 0.11% | -14.6% |
| Q1 2018 | $715,000 | -0.6% | 12,650 | 0.0% | 0.13% | +1.6% |
| Q4 2017 | $719,000 | +3.9% | 12,650 | 0.0% | 0.13% | -0.8% |
| Q3 2017 | $692,000 | +5.3% | 12,650 | 0.0% | 0.13% | +3.2% |
| Q2 2017 | $657,000 | +4.6% | 12,650 | 0.0% | 0.12% | +2.5% |
| Q1 2017 | $628,000 | -8.7% | 12,650 | -15.6% | 0.12% | -14.1% |
| Q4 2016 | $688,000 | +0.7% | 14,990 | +3.7% | 0.14% | -2.7% |
| Q3 2016 | $683,000 | -0.7% | 14,462 | -6.5% | 0.15% | -2.7% |
| Q2 2016 | $688,000 | -5.0% | 15,473 | -4.0% | 0.15% | -6.2% |
| Q1 2016 | $724,000 | -97.5% | 16,119 | -97.5% | 0.16% | -97.6% |
| Q4 2015 | $29,167,000 | -14.9% | 646,582 | -16.4% | 6.78% | -19.4% |
| Q3 2015 | $34,276,000 | -30.4% | 773,368 | -20.9% | 8.42% | -18.9% |
| Q2 2015 | $49,230,000 | -3.2% | 978,139 | -3.2% | 10.38% | -10.0% |
| Q1 2015 | $50,859,000 | +0.8% | 1,010,101 | -3.3% | 11.54% | +6.5% |
| Q4 2014 | $50,478,000 | -7.2% | 1,044,227 | -2.1% | 10.84% | -19.0% |
| Q3 2014 | $54,389,000 | -6.8% | 1,066,453 | -0.7% | 13.37% | -7.3% |
| Q2 2014 | $58,335,000 | -0.4% | 1,074,509 | -4.3% | 14.42% | -15.9% |
| Q1 2014 | $58,586,000 | -2.5% | 1,122,328 | -2.2% | 17.16% | -6.3% |
| Q4 2013 | $60,080,000 | +8.2% | 1,147,007 | +3.6% | 18.31% | -29.0% |
| Q3 2013 | $55,512,000 | +58.6% | 1,106,923 | +44.5% | 25.80% | +28.9% |
| Q2 2013 | $35,004,000 | – | 766,285 | – | 20.01% | – |
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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% |