VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 260 filers reported holding VANGUARD STAR FDS in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2019 | $2,941,000 | -15.7% | 56,916 | -13.9% | 0.02% | -16.7% |
Q2 2019 | $3,488,000 | -27.9% | 66,116 | -29.1% | 0.02% | -28.0% |
Q1 2019 | $4,838,000 | -3.6% | 93,217 | -12.3% | 0.02% | -13.8% |
Q4 2018 | $5,019,000 | +12.2% | 106,293 | +28.4% | 0.03% | +26.1% |
Q3 2018 | $4,472,000 | -42.8% | 82,807 | -42.7% | 0.02% | -46.5% |
Q2 2018 | $7,819,000 | +75.9% | 144,538 | +83.8% | 0.04% | +72.0% |
Q1 2018 | $4,446,000 | +59.9% | 78,628 | +56.9% | 0.02% | +56.2% |
Q4 2017 | $2,781,000 | +38.5% | 50,106 | +20.1% | 0.02% | +33.3% |
Q3 2017 | $2,008,000 | +41.4% | 41,715 | +41.4% | 0.01% | +33.3% |
Q2 2017 | $1,420,000 | +245.5% | 29,504 | +245.3% | 0.01% | +200.0% |
Q1 2017 | $411,000 | +24.9% | 8,544 | +8.4% | 0.00% | +50.0% |
Q4 2016 | $329,000 | +4.1% | 7,885 | +4.2% | 0.00% | 0.0% |
Q3 2016 | $316,000 | +7.1% | 7,568 | +7.3% | 0.00% | 0.0% |
Q2 2016 | $295,000 | -7.5% | 7,055 | -7.5% | 0.00% | 0.0% |
Q1 2016 | $319,000 | -25.5% | 7,628 | -19.8% | 0.00% | -33.3% |
Q4 2015 | $428,000 | -72.1% | 9,509 | -69.0% | 0.00% | -50.0% |
Q3 2013 | $1,535,000 | – | 30,625 | – | 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% |