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 | $106,879 | -4.6% | 1,997 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $111,991 | +1.6% | 1,997 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $110,233 | +6.7% | 1,997 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $103,283 | +12.3% | 1,997 | -0.3% | 0.00% | 0.0% |
| Q3 2022 | $92,000 | -10.7% | 2,003 | +0.3% | 0.00% | 0.0% |
| Q2 2022 | $103,000 | -13.4% | 1,997 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $119,000 | -6.3% | 1,997 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $127,000 | +0.8% | 1,997 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $126,000 | -3.8% | 1,997 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $131,000 | +4.8% | 1,997 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $125,000 | +4.2% | 1,997 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $120,000 | +79.1% | 1,997 | +56.1% | 0.00% | +50.0% |
| Q3 2020 | $67,000 | +6.3% | 1,279 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $63,000 | +16.7% | 1,279 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $54,000 | -23.9% | 1,279 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $71,000 | +7.6% | 1,279 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $66,000 | -1.5% | 1,279 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $67,000 | +1.5% | 1,279 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $66,000 | +10.0% | 1,279 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $60,000 | -38.1% | 1,279 | -28.7% | 0.00% | -33.3% |
| Q3 2018 | $97,000 | 0.0% | 1,794 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $97,000 | -4.0% | 1,794 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $101,000 | -1.0% | 1,794 | 0.0% | 0.00% | -25.0% |
| Q4 2017 | $102,000 | +264.3% | 1,794 | +248.3% | 0.00% | +300.0% |
| Q3 2017 | $28,000 | +3.7% | 515 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $27,000 | – | 515 | – | 0.00% | – |
Download | ||||||
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% |