VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 970 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $31,916,493 | +1.4% | 529,295 | +1.4% | 0.75% | -4.1% |
| Q1 2024 | $31,489,345 | +6.0% | 522,211 | +1.8% | 0.78% | -32.2% |
| Q4 2023 | $29,720,694 | +7.3% | 512,779 | -0.9% | 1.15% | -5.6% |
| Q3 2023 | $27,704,959 | -6.5% | 517,656 | -2.1% | 1.22% | -12.3% |
| Q2 2023 | $29,644,972 | +11171.9% | 528,619 | +11078.2% | 1.40% | +3221.4% |
| Q4 2019 | $263,000 | +8.7% | 4,729 | +0.8% | 0.04% | 0.0% |
| Q3 2019 | $242,000 | +6.1% | 4,691 | +8.3% | 0.04% | -4.5% |
| Q2 2019 | $228,000 | +1.8% | 4,331 | -0.0% | 0.04% | -2.2% |
| Q1 2019 | $224,000 | +9.3% | 4,332 | +0.3% | 0.04% | -2.2% |
| Q4 2018 | $205,000 | – | 4,321 | – | 0.05% | – |
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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% |