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 | $33,985 | -95.9% | 635 | -95.7% | 0.01% | -96.2% |
Q2 2023 | $835,872 | -43.7% | 14,905 | -44.6% | 0.23% | -47.9% |
Q1 2023 | $1,485,535 | -23.4% | 26,907 | -28.2% | 0.45% | -28.6% |
Q4 2022 | $1,939,241 | -99.9% | 37,495 | +12.7% | 0.63% | +14.8% |
Q3 2022 | $1,522,264,000 | +65345.6% | 33,259 | -26.2% | 0.55% | -32.2% |
Q2 2022 | $2,326,000 | -19.6% | 45,074 | -6.9% | 0.81% | -15.3% |
Q1 2022 | $2,893,000 | +79.1% | 48,419 | +90.6% | 0.95% | +63.9% |
Q4 2021 | $1,615,000 | +287.3% | 25,400 | +285.1% | 0.58% | +227.0% |
Q3 2021 | $417,000 | – | 6,595 | – | 0.18% | – |
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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% |