VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 857 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $212,558 | -18.0% | 3,525 | -18.0% | 0.02% | -21.7% |
| Q1 2024 | $259,290 | -3.8% | 4,300 | -7.5% | 0.02% | -11.5% |
| Q4 2023 | $269,514 | -19.2% | 4,650 | -25.4% | 0.03% | -16.1% |
| Q3 2023 | $333,430 | -4.1% | 6,230 | +0.5% | 0.03% | -3.1% |
| Q2 2023 | $347,696 | +5.5% | 6,200 | +3.9% | 0.03% | -3.0% |
| Q1 2023 | $329,604 | +7.8% | 5,970 | +1.0% | 0.03% | 0.0% |
| Q4 2022 | $305,665 | +13.6% | 5,910 | +0.6% | 0.03% | +10.0% |
| Q3 2022 | $269,000 | -9.4% | 5,872 | +2.1% | 0.03% | -3.2% |
| Q2 2022 | $297,000 | -12.4% | 5,751 | +1.5% | 0.03% | +3.3% |
| Q1 2022 | $339,000 | -5.6% | 5,668 | +0.4% | 0.03% | +7.1% |
| Q4 2021 | $359,000 | – | 5,645 | – | 0.03% | – |
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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% |