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 | $18,494,853 | +6.4% | 345,569 | +11.5% | 0.26% | +6.0% |
| Q2 2023 | $17,375,939 | +11.6% | 309,842 | +9.9% | 0.25% | +0.4% |
| Q1 2023 | $15,568,447 | -12.2% | 281,986 | -17.8% | 0.25% | -19.4% |
| Q4 2022 | $17,736,598 | +29.8% | 342,935 | +14.8% | 0.31% | +15.7% |
| Q3 2022 | $13,669,000 | +2.4% | 298,651 | +15.5% | 0.27% | +4.7% |
| Q2 2022 | $13,345,000 | +37.4% | 258,566 | +59.1% | 0.26% | +60.4% |
| Q1 2022 | $9,709,000 | -28.9% | 162,520 | -24.4% | 0.16% | -26.0% |
| Q4 2021 | $13,661,000 | +58.5% | 214,899 | +57.7% | 0.22% | +46.3% |
| Q3 2021 | $8,619,000 | +16.0% | 136,242 | +20.5% | 0.15% | +14.8% |
| Q2 2021 | $7,428,000 | +26.6% | 113,097 | +20.8% | 0.13% | +3.2% |
| Q1 2021 | $5,868,000 | +43.8% | 93,585 | +38.0% | 0.12% | +33.3% |
| Q4 2020 | $4,081,000 | +10.0% | 67,835 | -4.6% | 0.09% | -3.1% |
| Q3 2020 | $3,710,000 | +6.1% | 71,112 | -0.0% | 0.10% | -5.0% |
| Q2 2020 | $3,497,000 | +1.1% | 71,115 | -13.7% | 0.10% | -18.5% |
| Q1 2020 | $3,458,000 | -17.9% | 82,419 | +8.9% | 0.12% | +0.8% |
| Q4 2019 | $4,213,000 | – | 75,654 | – | 0.12% | – |
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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% |