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 | $757,556 | -4.5% | 14,331 | +0.4% | 0.19% | -4.6% |
| Q2 2023 | $793,022 | +11.2% | 14,278 | +10.2% | 0.20% | +5.4% |
| Q1 2023 | $713,161 | -2.1% | 12,958 | -5.8% | 0.18% | -4.1% |
| Q4 2022 | $728,597 | -16.9% | 13,749 | -28.0% | 0.19% | -32.8% |
| Q3 2022 | $877,000 | -32.4% | 19,108 | -23.7% | 0.29% | -25.3% |
| Q2 2022 | $1,298,000 | -4.3% | 25,057 | +9.3% | 0.38% | +20.4% |
| Q1 2022 | $1,356,000 | -3.2% | 22,929 | +4.7% | 0.32% | -18.0% |
| Q4 2021 | $1,401,000 | +19.5% | 21,900 | +18.3% | 0.39% | -4.7% |
| Q3 2021 | $1,172,000 | +5.9% | 18,513 | +9.5% | 0.41% | +8.2% |
| Q2 2021 | $1,107,000 | +4.8% | 16,906 | +2.2% | 0.38% | +35.1% |
| Q1 2021 | $1,056,000 | +32.2% | 16,534 | +25.2% | 0.28% | -2.8% |
| Q4 2020 | $799,000 | – | 13,203 | – | 0.29% | – |
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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% |