VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 26 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $494 | -99.9% | 9,234 | +24.9% | 0.01% | +14.3% |
| Q4 2022 | $382,000 | -99.9% | 7,394 | +6.7% | 0.01% | +16.7% |
| Q3 2022 | $317,000,000 | +99585.5% | 6,929 | +12.6% | 0.01% | 0.0% |
| Q2 2022 | $318,000 | -15.9% | 6,152 | -2.8% | 0.01% | -14.3% |
| Q1 2022 | $378,000 | -99.9% | 6,332 | +30.7% | 0.01% | +40.0% |
| Q4 2021 | $308,000,000 | +110691.4% | 4,845 | +10.4% | 0.01% | -16.7% |
| Q3 2021 | $278,000 | +28.1% | 4,389 | +32.6% | 0.01% | +20.0% |
| Q2 2021 | $217,000 | -3.1% | 3,309 | -17.6% | 0.01% | -44.4% |
| Q4 2019 | $224,000 | -84.1% | 4,018 | -85.2% | 0.01% | -94.2% |
| Q2 2017 | $1,406,000 | +362.5% | 27,147 | +298.5% | 0.15% | +196.2% |
| Q2 2016 | $304,000 | – | 6,813 | – | 0.05% | – |
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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% |