VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 959 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $795,835 | +3.0% | 13,198 | +3.0% | 0.16% | +0.6% |
| Q1 2024 | $772,821 | +12.9% | 12,816 | +8.5% | 0.16% | -3.0% |
| Q4 2023 | $684,624 | +11.7% | 11,812 | +3.2% | 0.16% | +6.5% |
| Q3 2023 | $612,763 | +7.4% | 11,449 | +12.6% | 0.16% | +16.5% |
| Q2 2023 | $570,339 | +18.8% | 10,170 | +17.0% | 0.13% | +12.7% |
| Q1 2023 | $479,883 | +23.7% | 8,691 | +15.8% | 0.12% | +21.6% |
| Q4 2022 | $388,017 | +26.0% | 7,502 | +12.6% | 0.10% | +22.8% |
| Q3 2022 | $308,000 | +23.7% | 6,664 | +38.1% | 0.08% | +27.4% |
| Q2 2022 | $249,000 | -1.6% | 4,826 | +26.0% | 0.06% | +3.3% |
| Q1 2022 | $253,000 | +46.2% | 3,829 | +40.5% | 0.06% | +46.3% |
| Q4 2021 | $173,000 | +166.2% | 2,726 | +166.7% | 0.04% | +141.2% |
| Q3 2021 | $65,000 | +16.1% | 1,022 | +2.2% | 0.02% | -29.2% |
| Q4 2019 | $56,000 | – | 1,000 | – | 0.02% | – |
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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% |