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 | $5,094,515 | +23.1% | 87,897 | +13.6% | 2.39% | -2.2% |
| Q3 2023 | $4,139,562 | -28.1% | 77,346 | -24.7% | 2.45% | -32.2% |
| Q2 2023 | $5,759,308 | +283.5% | 102,698 | +277.6% | 3.61% | +247.9% |
| Q1 2023 | $1,501,661 | +8.1% | 27,199 | +1.3% | 1.04% | -8.1% |
| Q4 2022 | $1,388,531 | +25.1% | 26,847 | +10.7% | 1.13% | +34.7% |
| Q3 2022 | $1,110,000 | +17.0% | 24,243 | +31.9% | 0.84% | +24.7% |
| Q2 2022 | $949,000 | -41.8% | 18,385 | -32.7% | 0.67% | -17.6% |
| Q1 2022 | $1,631,000 | +38.0% | 27,302 | +46.8% | 0.82% | +60.3% |
| Q4 2021 | $1,182,000 | – | 18,593 | – | 0.51% | – |
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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% |