VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 143 filers reported holding VANGUARD STAR FDS in Q1 2015. The put-call ratio across all filers is 1.81 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $7,129,388 | +4.3% | 118,231 | +4.2% | 1.24% | +3.5% |
Q1 2024 | $6,835,650 | +11.7% | 113,461 | +7.5% | 1.20% | +6.4% |
Q4 2023 | $6,119,629 | +36.5% | 105,586 | +26.0% | 1.13% | +20.9% |
Q3 2023 | $4,484,420 | +3.1% | 83,790 | +8.0% | 0.94% | +6.4% |
Q2 2023 | $4,351,221 | +23.0% | 77,580 | +21.1% | 0.88% | +22.3% |
Q1 2023 | $3,538,011 | +157.6% | 64,083 | +141.3% | 0.72% | +147.1% |
Q4 2022 | $1,373,427 | +7.6% | 26,555 | -4.8% | 0.29% | -2.7% |
Q3 2022 | $1,276,000 | -21.9% | 27,889 | +2.0% | 0.30% | +0.3% |
Q2 2022 | $1,633,000 | 0.0% | 27,330 | -0.0% | 0.30% | 0.0% |
Q1 2022 | $1,633,000 | +15.1% | 27,335 | +1.8% | 0.30% | +20.6% |
Q4 2021 | $1,419,000 | +4.9% | 26,850 | +25.6% | 0.25% | -2.0% |
Q3 2021 | $1,353,000 | -1.7% | 21,385 | +2.1% | 0.25% | -3.8% |
Q2 2021 | $1,376,000 | +5.6% | 20,952 | +0.9% | 0.26% | +16.4% |
Q1 2021 | $1,303,000 | +4.6% | 20,774 | +0.2% | 0.22% | -17.6% |
Q4 2020 | $1,246,000 | +16.4% | 20,728 | +1.0% | 0.27% | +1.9% |
Q3 2020 | $1,070,000 | +333.2% | 20,518 | +309.7% | 0.27% | +300.0% |
Q2 2020 | $247,000 | +18.2% | 5,008 | +0.5% | 0.07% | -5.6% |
Q1 2020 | $209,000 | -57.1% | 4,983 | -43.0% | 0.07% | -44.1% |
Q4 2019 | $487,000 | +26.2% | 8,746 | +16.8% | 0.13% | +35.1% |
Q3 2019 | $386,000 | +50.2% | 7,488 | +53.4% | 0.09% | +51.6% |
Q2 2019 | $257,000 | +13.2% | 4,881 | +1.5% | 0.06% | -7.5% |
Q4 2018 | $227,000 | -55.3% | 4,810 | -49.0% | 0.07% | -50.7% |
Q3 2018 | $508,000 | +98.4% | 9,428 | +99.1% | 0.14% | +88.9% |
Q2 2018 | $256,000 | -3.0% | 4,736 | +1.1% | 0.07% | -4.0% |
Q1 2018 | $264,000 | -0.4% | 4,685 | +0.3% | 0.08% | 0.0% |
Q4 2017 | $265,000 | +5.6% | 4,673 | +1.9% | 0.08% | 0.0% |
Q3 2017 | $251,000 | +5.9% | 4,586 | +0.5% | 0.08% | +2.7% |
Q2 2017 | $237,000 | +5.8% | 4,561 | +1.1% | 0.07% | +1.4% |
Q1 2017 | $224,000 | +8.7% | 4,513 | +0.3% | 0.07% | 0.0% |
Q4 2016 | $206,000 | -2.4% | 4,498 | +0.9% | 0.07% | -5.3% |
Q3 2016 | $211,000 | -1.9% | 4,460 | +4.6% | 0.08% | -7.3% |
Q2 2015 | $215,000 | -0.5% | 4,265 | 0.0% | 0.08% | -2.4% |
Q1 2015 | $216,000 | -0.9% | 4,265 | -0.2% | 0.08% | -4.5% |
Q3 2014 | $218,000 | -4.4% | 4,275 | +1.9% | 0.09% | -6.4% |
Q2 2014 | $228,000 | +5.6% | 4,195 | +1.8% | 0.09% | -4.1% |
Q4 2013 | $216,000 | +5.4% | 4,120 | +0.9% | 0.10% | -9.3% |
Q3 2013 | $205,000 | – | 4,083 | – | 0.11% | – |
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% |