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 | $4,674,935 | -20.5% | 87,349 | -16.7% | 0.24% | -20.2% |
| Q2 2023 | $5,882,471 | +856.0% | 104,894 | +841.2% | 0.30% | +674.4% |
| Q1 2023 | $615,332 | +1609.3% | 11,145 | +1531.8% | 0.04% | +387.5% |
| Q3 2020 | $36,000 | -99.9% | 683 | -45.7% | 0.01% | -46.7% |
| Q1 2020 | $54,836,000 | +1.2% | 1,258 | +30.8% | 0.02% | +15.4% |
| Q4 2019 | $54,161,000 | +25.9% | 962 | +13.8% | 0.01% | 0.0% |
| Q3 2019 | $43,027,000 | -1.3% | 845 | 0.0% | 0.01% | -18.8% |
| Q1 2019 | $43,602,000 | +13525.6% | 845 | -86.8% | 0.02% | -89.4% |
| Q4 2018 | $320,000 | – | 6,400 | – | 0.15% | – |
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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% |