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 | $5,711,010 | +6.6% | 106,708 | +5.9% | 3.62% | +3.2% |
| Q2 2023 | $5,355,785 | -5.6% | 100,755 | -2.0% | 3.51% | -1.8% |
| Q1 2023 | $5,674,207 | +10.3% | 102,775 | +3.3% | 3.57% | +0.7% |
| Q4 2022 | $5,145,041 | +19.5% | 99,497 | +5.7% | 3.55% | +9.9% |
| Q3 2022 | $4,307,000 | +12.8% | 94,112 | +27.2% | 3.23% | +17.0% |
| Q2 2022 | $3,819,000 | -10.4% | 73,990 | +3.7% | 2.76% | -4.2% |
| Q1 2022 | $4,261,000 | -3.7% | 71,325 | +2.4% | 2.88% | +1.1% |
| Q4 2021 | $4,426,000 | – | 69,628 | – | 2.85% | – |
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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% |