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 | $1,244,340 | -5.1% | 23,250 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $1,311,765 | -2.0% | 23,250 | -4.1% | 0.10% | -5.8% |
| Q1 2023 | $1,338,843 | +1.9% | 24,250 | -4.5% | 0.10% | -1.0% |
| Q4 2022 | $1,313,688 | +13.9% | 25,400 | +0.8% | 0.10% | +2.9% |
| Q3 2022 | $1,153,000 | +17.5% | 25,200 | +32.6% | 0.10% | +22.9% |
| Q2 2022 | $981,000 | -22.8% | 19,000 | -10.6% | 0.08% | -13.5% |
| Q1 2022 | $1,270,000 | +14.9% | 21,262 | +22.4% | 0.10% | +17.1% |
| Q4 2021 | $1,105,000 | +6.9% | 17,375 | +6.3% | 0.08% | 0.0% |
| Q3 2021 | $1,034,000 | -1.6% | 16,350 | +2.2% | 0.08% | -1.2% |
| Q2 2021 | $1,051,000 | +11.7% | 16,000 | +6.7% | 0.08% | +5.1% |
| Q1 2021 | $941,000 | +4.3% | 15,000 | 0.0% | 0.08% | -2.5% |
| Q4 2020 | $902,000 | +15.2% | 15,000 | 0.0% | 0.08% | +1.2% |
| Q3 2020 | $783,000 | +6.1% | 15,000 | 0.0% | 0.08% | -2.4% |
| Q2 2020 | $738,000 | +17.3% | 15,000 | 0.0% | 0.08% | -2.4% |
| Q1 2020 | $629,000 | – | 15,000 | – | 0.08% | – |
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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% |