VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 249 filers reported holding VANGUARD STAR FDS in Q4 2016. The put-call ratio across all filers is 74.55 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $255,793 | -0.8% | 4,242 | -0.8% | 0.07% | -1.4% |
| Q1 2024 | $257,843 | -72.2% | 4,276 | -73.3% | 0.07% | -73.5% |
| Q4 2023 | $926,780 | +252.1% | 15,990 | +225.1% | 0.27% | +223.8% |
| Q3 2023 | $263,211 | -5.0% | 4,918 | -0.4% | 0.08% | -1.2% |
| Q2 2023 | $276,923 | -15.4% | 4,938 | -16.7% | 0.08% | -15.8% |
| Q1 2023 | $327,340 | +19349.8% | 5,929 | -81.8% | 0.10% | -81.3% |
| Q4 2022 | $1,683 | -99.9% | 32,548 | +83.8% | 0.54% | +92.2% |
| Q4 2021 | $1,126,000 | +14.3% | 17,712 | +0.2% | 0.28% | -9.1% |
| Q4 2019 | $985,000 | -67.1% | 17,684 | -72.1% | 0.31% | -70.9% |
| Q4 2018 | $2,993,000 | +166.3% | 63,380 | +220.4% | 1.06% | +186.0% |
| Q4 2017 | $1,124,000 | +23.8% | 19,779 | -0.1% | 0.37% | +5.7% |
| Q4 2016 | $908,000 | +81.6% | 19,792 | +78.5% | 0.35% | +45.6% |
| Q4 2015 | $500,000 | – | 11,090 | – | 0.24% | – |
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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% |