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 | $10,568,135 | -5.2% | 197,461 | -0.7% | 1.45% | -8.5% |
| Q2 2023 | $11,148,774 | +4.1% | 198,801 | +2.5% | 1.59% | -8.0% |
| Q1 2023 | $10,711,886 | +11.5% | 194,021 | +4.5% | 1.73% | -21.0% |
| Q4 2022 | $9,607,148 | +22.7% | 185,753 | +8.6% | 2.18% | +4.9% |
| Q3 2022 | $7,829,000 | +72.0% | 171,046 | +93.9% | 2.08% | +158.3% |
| Q2 2022 | $4,553,000 | +315.8% | 88,225 | +381.2% | 0.81% | +371.3% |
| Q1 2022 | $1,095,000 | -14.3% | 18,336 | -8.8% | 0.17% | +11.8% |
| Q4 2021 | $1,278,000 | -9.4% | 20,106 | -9.8% | 0.15% | -24.6% |
| Q3 2021 | $1,410,000 | +134.2% | 22,290 | +143.3% | 0.20% | +103.0% |
| Q2 2021 | $602,000 | +4.9% | 9,162 | 0.0% | 0.10% | -18.0% |
| Q1 2021 | $574,000 | – | 9,162 | – | 0.12% | – |
Download | ||||||
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% |