VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 1,109 filers reported holding VANGUARD STAR FDS in Q1 2024. The put-call ratio across all filers is 0.55 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $673,549 | +0.6% | 11,161 | +0.5% | 0.08% | -17.0% |
| Q1 2024 | $669,451 | +11.5% | 11,102 | +7.2% | 0.10% | +9.9% |
| Q4 2023 | $600,269 | +8.7% | 10,357 | +0.4% | 0.09% | +2.2% |
| Q3 2023 | $552,101 | -4.5% | 10,316 | +0.1% | 0.09% | -23.3% |
| Q2 2023 | $577,831 | -49.0% | 10,304 | -58.4% | 0.12% | -63.1% |
| Q3 2022 | $1,134,000 | +27.3% | 24,768 | +43.4% | 0.31% | +69.7% |
| Q2 2022 | $891,000 | -13.6% | 17,266 | +0.1% | 0.18% | -26.3% |
| Q1 2022 | $1,031,000 | -5.8% | 17,256 | +0.2% | 0.25% | +4.1% |
| Q4 2021 | $1,095,000 | -12.6% | 17,225 | -13.0% | 0.24% | -30.1% |
| Q3 2021 | $1,253,000 | -3.5% | 19,805 | +0.2% | 0.34% | -16.5% |
| Q2 2021 | $1,298,000 | +100.3% | 19,768 | +93.8% | 0.41% | +25.5% |
| Q1 2021 | $648,000 | – | 10,199 | – | 0.33% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sageworth Trust Co of South Dakota | 63,234 | $3,804,000 | 26.99% |
| Sageworth Trust Co | 4,332,159 | $260,623,000 | 23.73% |
| Mosaic Advisors LLC | 411,977 | $24,785,000 | 22.68% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 487,362 | $29,320,000 | 17.39% |
| Hemington Wealth Management | 577,028 | $34,714,000 | 16.08% |
| UNIVEST FINANCIAL Corp | 792,141 | $47,655,000 | 13.83% |
| PFM Asset Management LLC | 7,934,518 | $477,341,000 | 11.89% |
| FLOW TRADERS U.S. LLC | 2,558,640 | $153,928,000 | 10.54% |
| Sunflower Bank, N.A. | 1,002,757 | $60,326,000 | 10.36% |
| SVA Wealth Management, LLC | 1,928,011 | $115,989,000 | 10.11% |