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 | $837,614 | +1.8% | 15,650 | +6.7% | 0.04% | -7.0% |
| Q2 2023 | $822,615 | -6.7% | 14,669 | -8.2% | 0.04% | -17.3% |
| Q1 2023 | $881,843 | -35.2% | 15,973 | -39.3% | 0.05% | -44.1% |
| Q4 2022 | $1,360,322 | +11.1% | 26,302 | -1.7% | 0.09% | 0.0% |
| Q3 2022 | $1,224,000 | -24.8% | 26,745 | -15.2% | 0.09% | -25.6% |
| Q2 2022 | $1,627,000 | +9.1% | 31,526 | +26.3% | 0.12% | +20.2% |
| Q1 2022 | $1,491,000 | -76.9% | 24,964 | -75.5% | 0.10% | -77.5% |
| Q4 2021 | $6,468,000 | -2.0% | 101,750 | -2.5% | 0.46% | -7.0% |
| Q3 2021 | $6,603,000 | -0.7% | 104,380 | +3.1% | 0.50% | -5.7% |
| Q2 2021 | $6,649,000 | +7.4% | 101,234 | +2.5% | 0.53% | -8.3% |
| Q1 2021 | $6,193,000 | +4.7% | 98,777 | +0.4% | 0.58% | +3.8% |
| Q4 2020 | $5,916,000 | +63.3% | 98,343 | +41.6% | 0.55% | +34.8% |
| Q3 2020 | $3,622,000 | +13.3% | 69,431 | +6.8% | 0.41% | -4.9% |
| Q2 2020 | $3,196,000 | +33.4% | 65,005 | +13.8% | 0.43% | -1.1% |
| Q1 2020 | $2,396,000 | -6.0% | 57,105 | +24.7% | 0.44% | +25.6% |
| Q4 2019 | $2,549,000 | +9.6% | 45,777 | +1.7% | 0.35% | -3.6% |
| Q3 2019 | $2,326,000 | +401.3% | 45,026 | +411.9% | 0.36% | +381.3% |
| Q2 2019 | $464,000 | – | 8,795 | – | 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% |