PLANNING ALTERNATIVES LTD /ADV - VANGUARD STAR FDS ownership

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
PLANNING ALTERNATIVES LTD /ADV ownership history of VANGUARD STAR FDS
ValueSharesWeighting
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%
5,9140.0%0.06%
+1.8%
Q1 2019$307,000
+10.0%
5,9140.0%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%
12,6500.0%0.13%
+1.6%
Q4 2017$719,000
+3.9%
12,6500.0%0.13%
-0.8%
Q3 2017$692,000
+5.3%
12,6500.0%0.13%
+3.2%
Q2 2017$657,000
+4.6%
12,6500.0%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$35,004,000766,28520.01%
Other shareholders
VANGUARD STAR FDS shareholders Q3 2018
NameSharesValueWeighting ↓
Louis-Dreyfus Family Office LLC 733,836$37,873,00050.94%
OIKOS HOLDINGS LLC 1,768,636$91,279,00030.40%
Sageworth Trust Co 4,856,259$250,632,00021.52%
SAM Advisors, LLC 652,744$33,659,00016.86%
Blooom, Inc. 179,808$9,281,00015.95%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 496,548$25,627,00015.81%
Mosaic Advisors LLC 399,256$20,606,00015.43%
UNIVEST FINANCIAL Corp 741,908$38,290,00012.49%
Sunflower Bank, N.A. 1,163,228$60,034,00011.87%
Gibson Wealth Advisors LLC 190,183$9,815,00010.94%
View complete list of VANGUARD STAR FDS shareholders