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 | $5,638,986 | +238.4% | 105,362 | +254.6% | 0.54% | +175.8% |
| Q2 2023 | $1,666,446 | +33.7% | 29,716 | +31.6% | 0.19% | +31.1% |
| Q1 2023 | $1,246,329 | +25.1% | 22,574 | +17.2% | 0.15% | +12.1% |
| Q4 2022 | $996,556 | +949.0% | 19,268 | +1174.3% | 0.13% | +842.9% |
| Q3 2021 | $95,000 | -47.2% | 1,512 | -45.1% | 0.01% | -36.4% |
| Q2 2021 | $180,000 | +109.3% | 2,754 | +100.3% | 0.02% | +57.1% |
| Q1 2021 | $86,000 | +4.9% | 1,375 | +0.3% | 0.01% | -17.6% |
| Q4 2020 | $82,000 | -99.6% | 1,371 | +215.2% | 0.02% | +41.7% |
| Q3 2020 | $23,208,000 | +4.8% | 435 | +0.7% | 0.01% | 0.0% |
| Q2 2020 | $22,154,000 | +374.4% | 432 | +289.2% | 0.01% | +300.0% |
| Q1 2020 | $4,670,000 | -89.8% | 111 | -86.6% | 0.00% | -89.3% |
| Q4 2019 | $45,962,000 | – | 829 | – | 0.03% | – |
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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% |