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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $77,737 | +6.3% | 1,393 | 0.0% | 0.04% | -5.0% |
| Q3 2023 | $73,146 | -5.7% | 1,393 | +0.1% | 0.04% | -9.1% |
| Q2 2023 | $77,564 | +1.5% | 1,391 | +0.4% | 0.04% | -4.3% |
| Q1 2023 | $76,382 | +5.9% | 1,385 | 0.0% | 0.05% | -6.1% |
| Q4 2022 | $72,106 | -64.7% | 1,385 | -67.2% | 0.05% | -66.7% |
| Q3 2022 | $204,000 | -8.9% | 4,226 | 0.0% | 0.15% | -4.5% |
| Q2 2022 | $224,000 | -10.8% | 4,226 | +0.1% | 0.15% | -5.5% |
| Q1 2022 | $251,000 | +14.6% | 4,220 | +22.7% | 0.16% | +14.0% |
| Q4 2021 | $219,000 | -26.3% | 3,440 | -25.1% | 0.14% | -33.8% |
| Q3 2021 | $297,000 | -0.7% | 4,590 | 0.0% | 0.22% | -4.8% |
| Q2 2021 | $299,000 | +16.8% | 4,590 | +14.6% | 0.23% | +7.6% |
| Q1 2021 | $256,000 | +652.9% | 4,006 | +599.1% | 0.21% | +539.4% |
| Q4 2020 | $34,000 | +13.3% | 573 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $30,000 | +3.4% | 573 | +0.4% | 0.03% | +3.1% |
| Q2 2020 | $29,000 | +20.8% | 571 | +0.4% | 0.03% | +6.7% |
| Q1 2020 | $24,000 | -25.0% | 569 | 0.0% | 0.03% | -3.2% |
| Q4 2019 | $32,000 | – | 569 | – | 0.03% | – |
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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% |