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 | $60,436,316 | -3.1% | 1,129,229 | +1.5% | 3.73% | -5.6% |
| Q2 2023 | $62,372,798 | +2.7% | 1,112,211 | +1.1% | 3.95% | -2.5% |
| Q1 2023 | $60,713,096 | +1.5% | 1,099,676 | -4.9% | 4.05% | -2.6% |
| Q4 2022 | $59,797,049 | +18.8% | 1,156,169 | +5.2% | 4.16% | -0.9% |
| Q3 2022 | $50,325,000 | -1.5% | 1,099,526 | +11.0% | 4.20% | -6.3% |
| Q2 2022 | $51,100,000 | -9.8% | 990,126 | +4.4% | 4.48% | -7.5% |
| Q1 2022 | $56,678,000 | -3.4% | 948,746 | +2.7% | 4.85% | -8.6% |
| Q4 2021 | $58,703,000 | +3.3% | 923,445 | +2.8% | 5.30% | -8.4% |
| Q3 2021 | $56,844,000 | +4.1% | 898,585 | +8.1% | 5.79% | -3.0% |
| Q2 2021 | $54,606,000 | +30.3% | 831,396 | +24.4% | 5.97% | +2.2% |
| Q1 2021 | $41,906,000 | +51.5% | 668,353 | +45.4% | 5.84% | +13.7% |
| Q4 2020 | $27,658,000 | +43.1% | 459,738 | +24.1% | 5.13% | +19.7% |
| Q3 2020 | $19,321,000 | +643933.3% | 370,364 | +726103.9% | 4.29% | +428700.0% |
| Q2 2020 | $3,000 | +50.0% | 51 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | – | 51 | – | 0.00% | – |
Download | ||||||
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% |