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 | 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% |