VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 347 filers reported holding VANGUARD STAR FDS in Q4 2017. The put-call ratio across all filers is 1.63 and the average weighting 0.8%.
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 | 681,382 | $31,187,000 | 48.22% |
| OIKOS HOLDINGS LLC | 1,768,636 | $80,950,000 | 29.66% |
| Drystone LLC | 276,040 | $12,634,000 | 18.24% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 558,741 | $25,574,000 | 15.46% |
| SAM Advisors, LLC | 688,362 | $31,506,000 | 15.34% |
| Blooom, Inc. | 172,108 | $7,880,000 | 14.96% |
| Mosaic Advisors LLC | 404,609 | $18,519,000 | 14.82% |
| Sageworth Trust Co | 3,248,050 | $148,663,000 | 13.15% |
| Sunflower Bank, N.A. | 1,097,119 | $50,215,000 | 11.39% |
| UNIVEST FINANCIAL Corp | 743,985 | $34,052,000 | 11.14% |