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 | $1,185,688 | +26.3% | 20,457 | +16.6% | 0.16% | +30.2% |
| Q3 2023 | $938,722 | +10.4% | 17,540 | +15.7% | 0.13% | +3.3% |
| Q2 2023 | $850,262 | +0.7% | 15,162 | -0.9% | 0.12% | -8.3% |
| Q1 2023 | $844,260 | +9.7% | 15,292 | +2.7% | 0.13% | -1.5% |
| Q4 2022 | $769,862 | -8.6% | 14,885 | -19.1% | 0.14% | -36.0% |
| Q3 2022 | $842,000 | -0.6% | 18,390 | +12.1% | 0.21% | -11.7% |
| Q2 2022 | $847,000 | -9.3% | 16,408 | +4.9% | 0.24% | +2.6% |
| Q1 2022 | $934,000 | -2.6% | 15,635 | +3.6% | 0.23% | -6.8% |
| Q4 2021 | $959,000 | +19.6% | 15,093 | +19.1% | 0.25% | -4.6% |
| Q3 2021 | $802,000 | -71.1% | 12,672 | -70.1% | 0.26% | -70.2% |
| Q2 2021 | $2,779,000 | +1.7% | 42,317 | -2.9% | 0.88% | -10.7% |
| Q1 2021 | $2,732,000 | +11.4% | 43,576 | +6.9% | 0.98% | +0.2% |
| Q4 2020 | $2,452,000 | – | 40,754 | – | 0.98% | – |
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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% |