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 | 681,382 | $31,187,000 | 48.22% |
OIKOS HOLDINGS LLC | 1,768,636 | $80,950,000 | 29.66% |
Drystone LLC | 276,040 | $12,634,000 | 18.24% |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 558,741 | $25,574,000 | 15.46% |
SAM Advisors, LLC | 688,362 | $31,506,000 | 15.34% |
Blooom, Inc. | 172,108 | $7,880,000 | 14.96% |
Mosaic Advisors LLC | 404,609 | $18,519,000 | 14.82% |
Sageworth Trust Co | 3,248,050 | $148,663,000 | 13.15% |
Sunflower Bank, N.A. | 1,097,119 | $50,215,000 | 11.39% |
UNIVEST FINANCIAL Corp | 743,985 | $34,052,000 | 11.14% |