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 | $507,556 | -4.1% | 9,483 | +0.5% | 0.15% | -0.7% |
| Q2 2023 | $529,343 | +1.8% | 9,439 | +0.2% | 0.15% | -3.2% |
| Q1 2023 | $520,089 | +7.8% | 9,420 | +1.0% | 0.16% | +3.3% |
| Q4 2022 | $482,537 | +14.1% | 9,330 | +1.1% | 0.15% | +7.1% |
| Q3 2022 | $423,000 | -10.8% | 9,233 | +0.5% | 0.14% | -13.0% |
| Q2 2022 | $474,000 | -18.7% | 9,185 | -5.9% | 0.16% | -5.8% |
| Q1 2022 | $583,000 | -1.2% | 9,758 | +5.2% | 0.17% | -5.0% |
| Q4 2021 | $590,000 | +5.2% | 9,277 | +4.7% | 0.18% | -3.2% |
| Q3 2021 | $561,000 | -3.8% | 8,862 | -0.1% | 0.19% | -3.1% |
| Q2 2021 | $583,000 | +9.6% | 8,871 | +4.6% | 0.19% | +7.2% |
| Q1 2021 | $532,000 | +4.5% | 8,478 | +0.1% | 0.18% | -1.1% |
| Q4 2020 | $509,000 | +33.9% | 8,468 | +16.2% | 0.18% | +18.2% |
| Q3 2020 | $380,000 | +16.6% | 7,285 | +9.9% | 0.15% | +9.2% |
| Q2 2020 | $326,000 | +17.3% | 6,628 | -0.1% | 0.14% | +1.4% |
| Q1 2020 | $278,000 | -31.7% | 6,636 | -9.2% | 0.14% | -15.2% |
| Q4 2019 | $407,000 | – | 7,311 | – | 0.16% | – |
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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% |