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 | $265,524 | -6.4% | 4,961 | -1.5% | 0.06% | -3.2% |
| Q2 2023 | $283,530 | +1.6% | 5,035 | -0.4% | 0.06% | -4.6% |
| Q1 2023 | $279,087 | +8.2% | 5,055 | +11.0% | 0.06% | +6.6% |
| Q4 2022 | $258,017 | +25.9% | 4,555 | +1.5% | 0.06% | +8.9% |
| Q3 2022 | $205,000 | -25.2% | 4,486 | -15.6% | 0.06% | -20.0% |
| Q2 2022 | $274,000 | -10.7% | 5,317 | +1.3% | 0.07% | +4.5% |
| Q1 2022 | $307,000 | -5.8% | 5,248 | -0.1% | 0.07% | -8.2% |
| Q4 2021 | $326,000 | -42.2% | 5,253 | -39.3% | 0.07% | -41.1% |
| Q3 2021 | $564,000 | +2.0% | 8,647 | +2.5% | 0.12% | -1.6% |
| Q2 2021 | $553,000 | +75.0% | 8,432 | +74.1% | 0.13% | +61.5% |
| Q1 2021 | $316,000 | +3.3% | 4,843 | -1.3% | 0.08% | -11.4% |
| Q4 2020 | $306,000 | +51.5% | 4,906 | +0.2% | 0.09% | -16.2% |
| Q1 2020 | $202,000 | -49.1% | 4,897 | -30.7% | 0.10% | -33.5% |
| Q4 2019 | $397,000 | +18.9% | 7,064 | +10.2% | 0.16% | +6.8% |
| Q3 2019 | $334,000 | +23.7% | 6,410 | +21.7% | 0.15% | +21.3% |
| Q2 2019 | $270,000 | – | 5,269 | – | 0.12% | – |
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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% |