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 | $975,402 | +2.7% | 18,225 | +7.6% | 0.66% | -0.3% |
| Q2 2023 | $949,995 | +8.6% | 16,940 | +6.9% | 0.66% | -4.2% |
| Q1 2023 | $874,692 | -7.2% | 15,843 | -13.1% | 0.69% | -17.4% |
| Q4 2022 | $942,649 | +14.3% | 18,226 | +1.1% | 0.84% | +9.5% |
| Q3 2022 | $825,000 | -11.2% | 18,032 | +0.1% | 0.76% | -8.3% |
| Q2 2022 | $929,000 | -12.8% | 18,008 | +1.0% | 0.83% | -11.7% |
| Q1 2022 | $1,065,000 | -6.5% | 17,828 | -0.5% | 0.94% | -5.0% |
| Q4 2021 | $1,139,000 | +2.1% | 17,913 | +1.5% | 0.99% | -4.5% |
| Q3 2021 | $1,116,000 | -1.7% | 17,640 | +2.1% | 1.04% | -4.8% |
| Q2 2021 | $1,135,000 | +5.5% | 17,284 | +0.7% | 1.09% | -4.0% |
| Q1 2021 | $1,076,000 | +3.2% | 17,166 | -1.0% | 1.14% | +11.3% |
| Q4 2020 | $1,043,000 | – | 17,341 | – | 1.02% | – |
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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% |