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 | $81,083 | -10.0% | 1,515 | -5.7% | 0.02% | -7.7% |
| Q2 2023 | $90,064 | +1.6% | 1,606 | 0.0% | 0.03% | -3.7% |
| Q1 2023 | $88,667 | +106727.7% | 1,606 | 0.0% | 0.03% | +8.0% |
| Q4 2022 | $83 | -99.9% | 1,606 | 0.0% | 0.02% | +8.7% |
| Q3 2022 | $74,000 | -8.6% | 1,606 | +2.4% | 0.02% | 0.0% |
| Q2 2022 | $81,000 | -13.8% | 1,568 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $94,000 | – | 1,568 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mosaic Advisors LLC | 405,028 | $21,677,090 | 19.84% |
| OIKOS HOLDINGS LLC | 915,504 | $48,997,774 | 17.67% |
| OKABENA INVESTMENT SERVICES INC | 397,389 | $21,268,259 | 16.54% |
| 25 LLC | 473,652 | $25,349,851 | 15.46% |
| SAM Advisors, LLC | 656,317 | $35,126,073 | 15.24% |
| Sageworth Trust Co | 3,461,757 | $185,273,234 | 13.60% |
| Sunflower Bank, N.A. | 1,016,280 | $54,391,306 | 13.12% |
| UNIVEST FINANCIAL Corp | 723,466 | $38,719,874 | 12.92% |
| Global Endowment Management, LP | 2,151,446 | $115,145,390 | 12.32% |
| Cairn Investment Group, Inc. | 278,361 | $14,898 | 9.88% |