VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 248 filers reported holding VANGUARD STAR FDS in Q4 2016. The put-call ratio across all filers is 74.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,328,013 | -6.9% | 43,498 | -2.4% | 0.31% | -3.4% |
| Q2 2023 | $2,499,766 | +1.6% | 44,575 | 0.0% | 0.32% | +1.9% |
| Q1 2023 | $2,460,986 | +105885.6% | 44,575 | -0.7% | 0.32% | +3.9% |
| Q4 2022 | $2,322 | -99.9% | 44,901 | +3.2% | 0.30% | +9.0% |
| Q3 2022 | $1,991,000 | -58.2% | 43,494 | -41.9% | 0.28% | -44.2% |
| Q4 2021 | $4,760,000 | +21536.4% | 74,885 | +18435.9% | 0.50% | +12400.0% |
| Q2 2018 | $22,000 | +69.2% | 404 | +70.5% | 0.00% | +100.0% |
| Q3 2017 | $13,000 | +8.3% | 237 | 0.0% | 0.00% | -33.3% |
| Q2 2017 | $12,000 | 0.0% | 237 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $12,000 | +9.1% | 237 | 0.0% | 0.00% | +50.0% |
| Q4 2016 | $11,000 | 0.0% | 237 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $11,000 | – | 237 | – | 0.00% | – |
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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% |