VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 379 filers reported holding VANGUARD STAR FDS in Q2 2018. The put-call ratio across all filers is 0.65 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $210,146 | -0.4% | 3,485 | +4.7% | 0.04% | -8.3% |
| Q4 2021 | $211,000 | +427.5% | 3,327 | +375.3% | 0.05% | +152.6% |
| Q1 2018 | $40,000 | -33.3% | 700 | -33.3% | 0.02% | -29.6% |
| Q4 2017 | $60,000 | +5.3% | 1,050 | 0.0% | 0.03% | -6.9% |
| Q3 2017 | $57,000 | +3.6% | 1,050 | 0.0% | 0.03% | -3.3% |
| Q2 2017 | $55,000 | +5.8% | 1,050 | 0.0% | 0.03% | +3.4% |
| Q1 2017 | $52,000 | +8.3% | 1,050 | 0.0% | 0.03% | +3.6% |
| Q4 2016 | $48,000 | -4.0% | 1,050 | 0.0% | 0.03% | -9.7% |
| Q3 2016 | $50,000 | +6.4% | 1,050 | 0.0% | 0.03% | +3.3% |
| Q2 2016 | $47,000 | -9.6% | 1,050 | -8.7% | 0.03% | -16.7% |
| Q1 2016 | $52,000 | -49.5% | 1,150 | -49.5% | 0.04% | -60.9% |
| Q4 2015 | $103,000 | – | 2,275 | – | 0.09% | – |
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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% |