VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 512 filers reported holding VANGUARD STAR FDS in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $57,015,368 | +10.1% | 947,416 | +10.0% | 8.72% | +7.7% |
| Q1 2024 | $51,798,456 | +6.8% | 861,642 | +2.9% | 8.09% | -3.1% |
| Q4 2023 | $48,520,143 | +10.4% | 837,132 | +1.9% | 8.35% | +0.9% |
| Q3 2023 | $43,968,116 | -3.0% | 821,527 | +1.6% | 8.28% | -0.8% |
| Q2 2023 | $45,305,517 | +10.5% | 808,829 | +8.9% | 8.34% | +1.2% |
| Q1 2023 | $41,017,596 | +16.3% | 742,938 | +9.0% | 8.24% | +10.0% |
| Q4 2022 | $35,258,530 | +228.3% | 681,719 | +281.9% | 7.50% | +145.4% |
| Q3 2022 | $10,739,000 | -62.9% | 178,506 | -68.2% | 3.05% | -51.2% |
| Q2 2022 | $28,943,000 | -5.9% | 560,801 | +9.0% | 6.26% | -5.0% |
| Q1 2022 | $30,749,000 | +82.8% | 514,707 | +94.5% | 6.58% | +85.5% |
| Q4 2021 | $16,822,000 | +26.5% | 264,619 | +25.9% | 3.55% | +1.3% |
| Q3 2021 | $13,293,000 | +0.6% | 210,130 | +4.5% | 3.51% | +7.1% |
| Q2 2021 | $13,213,000 | +4.8% | 201,172 | +0.0% | 3.27% | +5.2% |
| Q1 2021 | $12,612,000 | +24.2% | 201,151 | +19.2% | 3.11% | +6.1% |
| Q4 2020 | $10,156,000 | +11.4% | 168,816 | -3.4% | 2.93% | +0.4% |
| Q3 2020 | $9,119,000 | +6.5% | 174,800 | +0.3% | 2.92% | +13.8% |
| Q2 2020 | $8,565,000 | – | 174,201 | – | 2.56% | – |
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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% |