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 | $235,472 | -6.6% | 3,905 | -6.6% | 0.01% | +25.0% |
| Q1 2024 | $252,235 | -4.2% | 4,183 | -7.9% | 0.01% | -38.5% |
| Q4 2023 | $263,312 | -10.7% | 4,543 | -17.6% | 0.01% | -13.3% |
| Q3 2023 | $294,949 | -2.5% | 5,511 | +2.2% | 0.02% | 0.0% |
| Q2 2023 | $302,383 | +18.4% | 5,392 | +16.6% | 0.02% | +15.4% |
| Q1 2023 | $255,346 | -39.1% | 4,625 | -38.5% | 0.01% | -35.0% |
| Q4 2019 | $419,000 | +10.6% | 7,526 | +2.7% | 0.02% | +5.3% |
| Q3 2019 | $379,000 | -2.1% | 7,329 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $387,000 | +14.5% | 7,329 | +12.4% | 0.02% | +18.8% |
| Q1 2019 | $338,000 | +12.7% | 6,518 | +2.5% | 0.02% | +6.7% |
| Q4 2018 | $300,000 | +11.5% | 6,360 | +27.7% | 0.02% | +36.4% |
| Q3 2018 | $269,000 | -38.0% | 4,981 | -37.9% | 0.01% | -42.1% |
| Q2 2018 | $434,000 | -5.9% | 8,023 | -1.6% | 0.02% | -9.5% |
| Q1 2018 | $461,000 | +22.6% | 8,157 | +23.1% | 0.02% | +31.2% |
| Q4 2017 | $376,000 | +12.2% | 6,625 | +8.4% | 0.02% | +6.7% |
| Q3 2017 | $335,000 | -55.2% | 6,112 | -57.5% | 0.02% | -57.1% |
| Q2 2017 | $747,000 | +13.5% | 14,383 | +8.6% | 0.04% | +12.9% |
| Q1 2017 | $658,000 | +31.1% | 13,238 | +21.0% | 0.03% | +29.2% |
| Q4 2016 | $502,000 | -7.0% | 10,936 | -4.3% | 0.02% | -7.7% |
| Q3 2016 | $540,000 | +6.3% | 11,429 | 0.0% | 0.03% | +13.0% |
| Q2 2016 | $508,000 | -1.0% | 11,429 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $513,000 | -0.6% | 11,429 | +2114.9% | 0.02% | -8.0% |
| Q4 2015 | $516,000 | +1.8% | 516 | -95.5% | 0.02% | +4.2% |
| Q3 2015 | $507,000 | – | 11,429 | – | 0.02% | – |
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% |