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 | $399,998 | -10.3% | 7,474 | -6.0% | 0.04% | -23.2% |
| Q2 2023 | $445,701 | +9.8% | 7,948 | +8.1% | 0.06% | +27.3% |
| Q1 2023 | $405,867 | +7.0% | 7,351 | +0.2% | 0.04% | +2.3% |
| Q4 2022 | $379,349 | +14.3% | 7,335 | +1.2% | 0.04% | +16.2% |
| Q3 2022 | $332,000 | -54.8% | 7,247 | -49.1% | 0.04% | -51.9% |
| Q2 2022 | $735,000 | +11.0% | 14,244 | +28.6% | 0.08% | +24.2% |
| Q1 2022 | $662,000 | -5.8% | 11,079 | +0.2% | 0.06% | -4.6% |
| Q4 2021 | $703,000 | +1.9% | 11,060 | +1.5% | 0.06% | 0.0% |
| Q3 2021 | $690,000 | -3.1% | 10,900 | +0.6% | 0.06% | -3.0% |
| Q2 2021 | $712,000 | +5.6% | 10,839 | +0.8% | 0.07% | -4.3% |
| Q1 2021 | $674,000 | +4.5% | 10,756 | +0.3% | 0.07% | -4.1% |
| Q4 2020 | $645,000 | +16.4% | 10,729 | +1.0% | 0.07% | -3.9% |
| Q3 2020 | $554,000 | +6.7% | 10,624 | +0.7% | 0.08% | 0.0% |
| Q2 2020 | $519,000 | +17.7% | 10,554 | +0.5% | 0.08% | -1.3% |
| Q1 2020 | $441,000 | – | 10,500 | – | 0.08% | – |
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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% |