VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 1,086 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $401,803 | -6.3% | 6,663 | -6.3% | 0.04% | -7.9% |
| Q1 2024 | $428,762 | -2.5% | 7,110 | -6.3% | 0.04% | -9.5% |
| Q4 2023 | $439,972 | +10.0% | 7,591 | +1.6% | 0.04% | -2.3% |
| Q3 2023 | $399,998 | -10.3% | 7,474 | -6.0% | 0.04% | -23.2% |
| Q2 2023 | $445,701 | +9.8% | 7,948 | +8.1% | 0.06% | +27.3% |
| Q1 2023 | $405,867 | +7.0% | 7,351 | +0.2% | 0.04% | +2.3% |
| Q4 2022 | $379,349 | +14.3% | 7,335 | +1.2% | 0.04% | +16.2% |
| Q3 2022 | $332,000 | -54.8% | 7,247 | -49.1% | 0.04% | -51.9% |
| Q2 2022 | $735,000 | +11.0% | 14,244 | +28.6% | 0.08% | +24.2% |
| Q1 2022 | $662,000 | -5.8% | 11,079 | +0.2% | 0.06% | -4.6% |
| Q4 2021 | $703,000 | +1.9% | 11,060 | +1.5% | 0.06% | 0.0% |
| Q3 2021 | $690,000 | -3.1% | 10,900 | +0.6% | 0.06% | -3.0% |
| Q2 2021 | $712,000 | +5.6% | 10,839 | +0.8% | 0.07% | -4.3% |
| Q1 2021 | $674,000 | +4.5% | 10,756 | +0.3% | 0.07% | -4.1% |
| Q4 2020 | $645,000 | +16.4% | 10,729 | +1.0% | 0.07% | -3.9% |
| Q3 2020 | $554,000 | +6.7% | 10,624 | +0.7% | 0.08% | 0.0% |
| Q2 2020 | $519,000 | +17.7% | 10,554 | +0.5% | 0.08% | -1.3% |
| Q1 2020 | $441,000 | – | 10,500 | – | 0.08% | – |
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% |