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 | $1,141,261 | -17.7% | 21,324 | -13.8% | 0.81% | -12.1% |
| Q2 2023 | $1,386,522 | +1.6% | 24,724 | 0.0% | 0.93% | -2.7% |
| Q1 2023 | $1,365,013 | -42.1% | 24,724 | -45.7% | 0.95% | -43.1% |
| Q4 2022 | $2,355,794 | +13.0% | 45,549 | 0.0% | 1.67% | +0.7% |
| Q3 2022 | $2,085,000 | -11.3% | 45,549 | 0.0% | 1.66% | -4.1% |
| Q2 2022 | $2,351,000 | -14.6% | 45,549 | -1.2% | 1.74% | +7.8% |
| Q1 2022 | $2,754,000 | -8.4% | 46,099 | -2.5% | 1.61% | +2.8% |
| Q4 2021 | $3,005,000 | -1.6% | 47,274 | -2.1% | 1.56% | -11.1% |
| Q3 2021 | $3,054,000 | -3.7% | 48,274 | 0.0% | 1.76% | -1.8% |
| Q2 2021 | $3,171,000 | +3.5% | 48,274 | -1.2% | 1.79% | -9.6% |
| Q1 2021 | $3,064,000 | +5.6% | 48,864 | +1.3% | 1.98% | -5.7% |
| Q4 2020 | $2,901,000 | +15.3% | 48,214 | 0.0% | 2.10% | -8.4% |
| Q3 2020 | $2,515,000 | +312.3% | 48,214 | +288.8% | 2.30% | +242.2% |
| Q2 2020 | $610,000 | +20.6% | 12,400 | +2.9% | 0.67% | +5.3% |
| Q1 2020 | $506,000 | -33.8% | 12,050 | -12.2% | 0.64% | +0.5% |
| Q4 2019 | $764,000 | +8388.9% | 13,725 | +7525.0% | 0.63% | +6944.4% |
| Q3 2019 | $9,000 | 0.0% | 180 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $9,000 | 0.0% | 180 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $9,000 | +12.5% | 180 | 0.0% | 0.01% | -10.0% |
| Q4 2018 | $8,000 | – | 180 | – | 0.01% | – |
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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% |