VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 280 filers reported holding VANGUARD STAR FDS in Q2 2017. The put-call ratio across all filers is 0.91 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,276,244 | +0.1% | 87,500 | +0.1% | 0.36% | +1.4% |
| Q1 2024 | $5,269,391 | +5.3% | 87,386 | +1.2% | 0.36% | -6.2% |
| Q4 2023 | $5,006,140 | +8.6% | 86,372 | +0.2% | 0.38% | -4.5% |
| Q3 2023 | $4,611,575 | -2.2% | 86,165 | +2.5% | 0.40% | +3.1% |
| Q2 2023 | $4,715,777 | +4.3% | 84,090 | +2.7% | 0.39% | -5.1% |
| Q1 2023 | $4,519,560 | +6.8% | 81,861 | +0.0% | 0.41% | -0.2% |
| Q4 2022 | $4,232,288 | +16.9% | 81,831 | +3.5% | 0.41% | +9.0% |
| Q3 2022 | $3,620,000 | -4.9% | 79,089 | +7.2% | 0.38% | -2.1% |
| Q2 2022 | $3,808,000 | -23.9% | 73,774 | -11.9% | 0.39% | -11.9% |
| Q1 2022 | $5,004,000 | -6.0% | 83,755 | +0.0% | 0.44% | -1.8% |
| Q4 2021 | $5,322,000 | +7.9% | 83,731 | +7.4% | 0.45% | -2.4% |
| Q3 2021 | $4,931,000 | -4.6% | 77,945 | -1.0% | 0.46% | -7.1% |
| Q2 2021 | $5,171,000 | +61.7% | 78,719 | +54.4% | 0.49% | +54.2% |
| Q1 2021 | $3,198,000 | +103.8% | 51,000 | +68.9% | 0.32% | +1.9% |
| Q2 2017 | $1,569,000 | +4.6% | 30,193 | 0.0% | 0.31% | +2.6% |
| Q1 2017 | $1,500,000 | +8.3% | 30,193 | 0.0% | 0.30% | -3.2% |
| Q4 2016 | $1,385,000 | -2.8% | 30,193 | 0.0% | 0.32% | -3.4% |
| Q3 2016 | $1,425,000 | +6.1% | 30,193 | 0.0% | 0.33% | +6.2% |
| Q2 2016 | $1,343,000 | +15.0% | 30,193 | +16.1% | 0.31% | +4.8% |
| Q1 2016 | $1,168,000 | -2.8% | 26,010 | -2.4% | 0.29% | -7.6% |
| Q4 2015 | $1,202,000 | +1.8% | 26,645 | 0.0% | 0.32% | -4.5% |
| Q3 2015 | $1,181,000 | -12.6% | 26,645 | -0.8% | 0.33% | -4.0% |
| Q2 2015 | $1,352,000 | -2.1% | 26,865 | -2.1% | 0.35% | -1.1% |
| Q1 2015 | $1,381,000 | +4.1% | 27,435 | 0.0% | 0.35% | +2.3% |
| Q4 2014 | $1,326,000 | +82.4% | 27,435 | +92.5% | 0.34% | +74.5% |
| Q3 2014 | $727,000 | 0.0% | 14,250 | +6.4% | 0.20% | +24.1% |
| Q2 2014 | $727,000 | +4.0% | 13,395 | 0.0% | 0.16% | -1.9% |
| Q1 2014 | $699,000 | +0.3% | 13,395 | +0.7% | 0.16% | -14.8% |
| Q4 2013 | $697,000 | – | 13,298 | – | 0.19% | – |
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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% |