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 | 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% |