Disciplined Investments, LLC - VANGUARD STAR FDS ownership

VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 943 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of VANGUARD STAR FDS
ValueSharesWeighting
Q2 2023$250,704
+1.1%
4,470
-0.4%
0.13%
+28.8%
Q1 2023$247,868
+7.0%
4,490
+0.2%
0.10%
-8.0%
Q4 2022$231,709
+14.1%
4,480
+1.1%
0.11%
+21.5%
Q3 2022$203,000
-10.6%
4,430
+0.6%
0.09%
-9.7%
Q2 2022$227,000
-56.7%
4,405
-49.8%
0.10%
-4.6%
Q1 2022$524,000
+86.5%
8,768
+98.1%
0.11%
-12.9%
Q4 2021$281,000
+1.8%
4,425
+1.4%
0.12%
-7.5%
Q3 2021$276,000
-5.2%
4,366
-1.4%
0.13%
-10.1%
Q2 2021$291,000
+5.4%
4,426
+0.7%
0.15%
-8.0%
Q1 2021$276,000
+3.8%
4,394
-0.7%
0.16%
-9.0%
Q4 2020$266,000
+12.7%
4,423
-2.0%
0.18%
+2.3%
Q3 2020$236,000
+9.8%
4,514
+3.1%
0.17%
+4.2%
Q2 2020$215,000
+17.5%
4,380
+0.5%
0.17%
-4.0%
Q1 2020$183,000
+357.5%
4,360
+501.4%
0.17%
+411.8%
Q4 2019$40,0007250.03%
Other shareholders
VANGUARD STAR FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Louis-Dreyfus Family Office LLC 733,836$37,873,00050.94%
OIKOS HOLDINGS LLC 1,768,636$91,279,00030.40%
Sageworth Trust Co 4,856,259$250,632,00021.52%
SAM Advisors, LLC 652,744$33,659,00016.86%
Blooom, Inc. 179,808$9,281,00015.95%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 496,548$25,627,00015.81%
Mosaic Advisors LLC 399,256$20,606,00015.43%
UNIVEST FINANCIAL Corp 741,908$38,290,00012.49%
Sunflower Bank, N.A. 1,163,228$60,034,00011.87%
Gibson Wealth Advisors LLC 190,183$9,815,00010.94%
View complete list of VANGUARD STAR FDS shareholders