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 | $17,804,895 | +13.6% | 307,193 | +4.9% | 9.29% | -0.3% |
| Q3 2023 | $15,669,704 | +14.5% | 292,782 | +20.0% | 9.32% | -2.5% |
| Q2 2023 | $13,686,101 | +3.1% | 244,046 | +1.5% | 9.56% | -5.0% |
| Q1 2023 | $13,274,341 | +11.3% | 240,434 | +4.3% | 10.06% | +1.9% |
| Q4 2022 | $11,925,712 | +3.4% | 230,582 | -8.5% | 9.87% | -7.2% |
| Q3 2022 | $11,529,000 | +12.8% | 251,881 | +27.1% | 10.64% | +13.5% |
| Q2 2022 | $10,225,000 | -35.4% | 198,134 | -25.2% | 9.38% | -19.3% |
| Q1 2022 | $15,825,000 | -0.8% | 264,909 | +5.5% | 11.61% | -2.9% |
| Q4 2021 | $15,957,000 | – | 251,013 | – | 11.97% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Louis-Dreyfus Family Office LLC | 649,796 | $38,819,000 | 46.42% |
| OIKOS HOLDINGS LLC | 1,755,436 | $104,870,000 | 32.63% |
| Mosaic Advisors LLC | 393,628 | $23,515,000 | 26.58% |
| Sageworth Trust Co | 5,057,564 | $302,139,000 | 23.56% |
| SAM Advisors, LLC | 636,899 | $38,048,000 | 16.46% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 508,164 | $30,358,000 | 16.09% |
| Gibson Wealth Advisors LLC | 207,344 | $12,387,000 | 12.64% |
| UNIVEST FINANCIAL Corp | 723,488 | $43,221,000 | 12.18% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 264,909 | $15,825,000 | 11.61% |
| Family CFO Inc | 170,696 | $10,197,000 | 10.35% |