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 | $552,101 | -4.5% | 10,316 | +0.1% | 0.09% | -23.3% |
| Q2 2023 | $577,831 | -49.0% | 10,304 | -58.4% | 0.12% | -63.1% |
| Q3 2022 | $1,134,000 | +27.3% | 24,768 | +43.4% | 0.31% | +69.7% |
| Q2 2022 | $891,000 | -13.6% | 17,266 | +0.1% | 0.18% | -26.3% |
| Q1 2022 | $1,031,000 | -5.8% | 17,256 | +0.2% | 0.25% | +4.1% |
| Q4 2021 | $1,095,000 | -12.6% | 17,225 | -13.0% | 0.24% | -30.1% |
| Q3 2021 | $1,253,000 | -3.5% | 19,805 | +0.2% | 0.34% | -16.5% |
| Q2 2021 | $1,298,000 | +100.3% | 19,768 | +93.8% | 0.41% | +25.5% |
| Q1 2021 | $648,000 | – | 10,199 | – | 0.33% | – |
Download | ||||||
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% |