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 | $135,165 | -4.0% | 2,526 | -97.4% | 0.10% | +1.1% |
| Q2 2023 | $140,869 | +50.9% | 96,701 | +3.6% | 0.10% | +55.7% |
| Q1 2023 | $93,364 | +7.0% | 93,364 | +7.0% | 0.06% | -7.6% |
| Q4 2022 | $87,268 | +10.5% | 87,268 | +10.1% | 0.07% | +17.9% |
| Q3 2022 | $79,000 | -8.1% | 79,297 | -7.3% | 0.06% | -1.8% |
| Q2 2022 | $86,000 | -99.4% | 85,534 | -75.2% | 0.06% | -99.3% |
| Q1 2022 | $14,820,000 | -3.5% | 344,336 | +0.1% | 8.13% | -8.8% |
| Q4 2021 | $15,362,000 | +0.5% | 344,021 | +0.6% | 8.92% | -4.6% |
| Q3 2021 | $15,293,000 | +9.9% | 342,114 | +8.4% | 9.34% | +16.2% |
| Q2 2021 | $13,917,000 | +40.6% | 315,598 | +99.9% | 8.04% | +14.3% |
| Q1 2021 | $9,900,000 | – | 157,902 | – | 7.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Louis-Dreyfus Family Office LLC | 649,796 | $38,819,000 | 46.42% |
| OIKOS HOLDINGS LLC | 1,755,436 | $104,870,000 | 32.63% |
| Mosaic Advisors LLC | 393,628 | $23,515,000 | 26.58% |
| Sageworth Trust Co | 5,057,564 | $302,139,000 | 23.56% |
| SAM Advisors, LLC | 636,899 | $38,048,000 | 16.46% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 508,164 | $30,358,000 | 16.09% |
| Gibson Wealth Advisors LLC | 207,344 | $12,387,000 | 12.64% |
| UNIVEST FINANCIAL Corp | 723,488 | $43,221,000 | 12.18% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 264,909 | $15,825,000 | 11.61% |
| Family CFO Inc | 170,696 | $10,197,000 | 10.35% |