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 | $3,646,799 | -5.7% | 68,139 | -1.2% | 0.53% | -6.2% |
| Q2 2023 | $3,867,333 | +1.0% | 68,961 | -0.6% | 0.57% | -5.2% |
| Q1 2023 | $3,830,083 | +5.8% | 69,373 | -0.8% | 0.60% | -1.2% |
| Q4 2022 | $3,618,590 | +87.6% | 69,965 | +66.0% | 0.61% | +62.5% |
| Q3 2022 | $1,929,000 | +68.3% | 42,153 | +89.9% | 0.37% | +60.1% |
| Q2 2022 | $1,146,000 | – | 22,196 | – | 0.23% | – |
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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% |