VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 400 filers reported holding VANGUARD STAR FDS in Q3 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,401,429 | +10.5% | 23,245 | +10.5% | 0.63% | +15.1% |
| Q1 2024 | $1,268,309 | +5.5% | 21,037 | +1.4% | 0.55% | +5.8% |
| Q4 2023 | $1,201,702 | +8.8% | 20,737 | +0.5% | 0.52% | +0.2% |
| Q3 2023 | $1,104,487 | -4.6% | 20,637 | 0.0% | 0.52% | +0.2% |
| Q2 2023 | $1,157,314 | -7.4% | 20,637 | -8.8% | 0.52% | -11.1% |
| Q1 2023 | $1,249,556 | +12.4% | 22,637 | +5.3% | 0.58% | +12.3% |
| Q4 2022 | $1,112,127 | +19.1% | 21,503 | +5.3% | 0.52% | +7.9% |
| Q3 2022 | $934,000 | -8.8% | 20,415 | +2.9% | 0.48% | -0.6% |
| Q2 2022 | $1,024,000 | -10.3% | 19,849 | +3.8% | 0.48% | -1.8% |
| Q1 2022 | $1,142,000 | +133.1% | 19,116 | +147.6% | 0.49% | +158.6% |
| Q4 2021 | $490,000 | +2.9% | 7,719 | +2.7% | 0.19% | -5.0% |
| Q3 2021 | $476,000 | +9.4% | 7,519 | +13.5% | 0.20% | +10.4% |
| Q2 2021 | $435,000 | +27.9% | 6,625 | +22.1% | 0.18% | +23.0% |
| Q1 2021 | $340,000 | +250.5% | 5,425 | +202.2% | 0.15% | +202.0% |
| Q3 2018 | $97,000 | – | 1,795 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sageworth Trust Co of South Dakota | 56,137 | $3,687,000 | 24.65% |
| Sageworth Trust Co | 4,584,571 | $301,114,000 | 23.71% |
| Mosaic Advisors LLC | 432,756 | $28,423,000 | 18.53% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 488,452 | $32,082,000 | 17.40% |
| SIGNATUREFD, LLC | 5,800,174 | $380,955,000 | 15.19% |
| Hemington Wealth Management | 513,107 | $33,701,000 | 14.36% |
| UNIVEST FINANCIAL Corp | 709,116 | $46,574,000 | 12.79% |
| PFM Asset Management LLC | 7,990,662 | $524,827,000 | 11.48% |
| Sunflower Bank, N.A. | 1,096,538 | $72,021,000 | 11.07% |
| SENTINEL TRUST CO LBA | 2,190,788 | $143,890,000 | 10.90% |