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 | $269,045 | -4.6% | 5,027 | 0.0% | 0.15% | -2.6% |
| Q2 2023 | $281,914 | +35.2% | 5,027 | +33.1% | 0.15% | +41.7% |
| Q1 2023 | $208,528 | -55.2% | 3,777 | -58.0% | 0.11% | -59.1% |
| Q2 2022 | $465,000 | -13.6% | 9,002 | 0.0% | 0.26% | +1.5% |
| Q1 2022 | $538,000 | -5.9% | 9,002 | 0.0% | 0.26% | +7.0% |
| Q4 2021 | $572,000 | +130.6% | 9,002 | +129.2% | 0.24% | +120.9% |
| Q3 2021 | $248,000 | -24.4% | 3,927 | -49.8% | 0.11% | -66.2% |
| Q1 2020 | $328,000 | -44.1% | 7,818 | -29.7% | 0.32% | -22.4% |
| Q2 2019 | $587,000 | +1.7% | 11,125 | 0.0% | 0.42% | +1.0% |
| Q1 2019 | $577,000 | +9.9% | 11,125 | 0.0% | 0.42% | +9.8% |
| Q4 2018 | $525,000 | -13.1% | 11,125 | 0.0% | 0.38% | -5.3% |
| Q3 2018 | $604,000 | -66.9% | 11,125 | -67.0% | 0.40% | -53.1% |
| Q2 2018 | $1,825,000 | +4.3% | 33,727 | +9.4% | 0.85% | -2.7% |
| Q1 2018 | $1,750,000 | +19.6% | 30,839 | +19.7% | 0.88% | +16.4% |
| Q4 2017 | $1,463,000 | – | 25,756 | – | 0.75% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Louis-Dreyfus Family Office LLC | 733,836 | $37,873,000 | 50.94% |
| OIKOS HOLDINGS LLC | 1,768,636 | $91,279,000 | 30.40% |
| Sageworth Trust Co | 4,856,259 | $250,632,000 | 21.52% |
| SAM Advisors, LLC | 652,744 | $33,659,000 | 16.86% |
| Blooom, Inc. | 179,808 | $9,281,000 | 15.95% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 496,548 | $25,627,000 | 15.81% |
| Mosaic Advisors LLC | 399,256 | $20,606,000 | 15.43% |
| UNIVEST FINANCIAL Corp | 741,908 | $38,290,000 | 12.49% |
| Sunflower Bank, N.A. | 1,163,228 | $60,034,000 | 11.87% |
| Gibson Wealth Advisors LLC | 190,183 | $9,815,000 | 10.94% |