VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 824 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,525,972 | -63.6% | 141,393 | -63.6% | 0.08% | -68.3% |
| Q1 2024 | $23,393,636 | +37.7% | 387,954 | +32.4% | 0.27% | +22.4% |
| Q4 2023 | $16,984,906 | -0.5% | 293,045 | -8.1% | 0.22% | -14.1% |
| Q3 2023 | $17,062,656 | -4.1% | 318,809 | +0.4% | 0.26% | -8.3% |
| Q2 2023 | $17,801,246 | +3.7% | 317,426 | +2.1% | 0.28% | -13.1% |
| Q1 2023 | $17,160,658 | +40.4% | 310,825 | +31.6% | 0.32% | +7.0% |
| Q4 2022 | $12,218,391 | +20.1% | 236,241 | +6.3% | 0.30% | -5.7% |
| Q3 2022 | $10,174,000 | -20.6% | 222,291 | -10.4% | 0.32% | -18.3% |
| Q2 2022 | $12,807,000 | +632.7% | 248,145 | +748.3% | 0.39% | +580.7% |
| Q1 2022 | $1,748,000 | +13.1% | 29,252 | +20.3% | 0.06% | +14.0% |
| Q4 2021 | $1,546,000 | +1.4% | 24,314 | +0.9% | 0.05% | -10.7% |
| Q3 2021 | $1,524,000 | -3.7% | 24,086 | 0.0% | 0.06% | -12.5% |
| Q2 2021 | $1,582,000 | +4.8% | 24,086 | -0.0% | 0.06% | -21.0% |
| Q1 2021 | $1,510,000 | +6.8% | 24,087 | +2.5% | 0.08% | -1.2% |
| Q4 2020 | $1,414,000 | – | 23,502 | – | 0.08% | – |
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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% |