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 | $389,572 | -4.6% | 7,279 | 0.0% | 0.17% | +3.1% |
| Q2 2023 | $408,206 | +1.6% | 7,279 | 0.0% | 0.16% | -4.1% |
| Q1 2023 | $401,874 | +6.7% | 7,279 | 0.0% | 0.17% | -1.2% |
| Q4 2022 | $376,470 | +13.1% | 7,279 | 0.0% | 0.17% | +2.4% |
| Q3 2022 | $333,000 | -11.4% | 7,279 | 0.0% | 0.17% | -6.2% |
| Q2 2022 | $376,000 | -13.6% | 7,279 | 0.0% | 0.18% | -4.8% |
| Q1 2022 | $435,000 | -8.4% | 7,279 | -2.7% | 0.19% | -24.3% |
| Q4 2021 | $475,000 | +0.4% | 7,478 | 0.0% | 0.25% | -7.5% |
| Q3 2021 | $473,000 | -3.7% | 7,478 | 0.0% | 0.27% | -0.7% |
| Q2 2021 | $491,000 | +4.7% | 7,478 | 0.0% | 0.27% | -9.1% |
| Q1 2021 | $469,000 | +4.2% | 7,478 | 0.0% | 0.30% | -2.0% |
| Q4 2020 | $450,000 | +15.4% | 7,478 | 0.0% | 0.30% | -1.6% |
| Q3 2020 | $390,000 | +6.0% | 7,478 | 0.0% | 0.31% | -3.5% |
| Q2 2020 | $368,000 | +17.2% | 7,478 | 0.0% | 0.32% | +1.6% |
| Q1 2020 | $314,000 | -38.3% | 7,478 | -18.2% | 0.31% | -30.4% |
| Q4 2019 | $509,000 | – | 9,140 | – | 0.45% | – |
Download | ||||||
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% |