VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 1,086 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,266,783 | 0.0% | 21,008 | 0.0% | 0.75% | +0.8% |
Q1 2024 | $1,266,783 | +2.7% | 21,008 | -1.3% | 0.74% | -7.3% |
Q4 2023 | $1,233,447 | +8.1% | 21,281 | -0.2% | 0.80% | -1.8% |
Q3 2023 | $1,141,261 | -17.7% | 21,324 | -13.8% | 0.81% | -12.1% |
Q2 2023 | $1,386,522 | +1.6% | 24,724 | 0.0% | 0.93% | -2.7% |
Q1 2023 | $1,365,013 | -42.1% | 24,724 | -45.7% | 0.95% | -43.1% |
Q4 2022 | $2,355,794 | +13.0% | 45,549 | 0.0% | 1.67% | +0.7% |
Q3 2022 | $2,085,000 | -11.3% | 45,549 | 0.0% | 1.66% | -4.1% |
Q2 2022 | $2,351,000 | -14.6% | 45,549 | -1.2% | 1.74% | +7.8% |
Q1 2022 | $2,754,000 | -8.4% | 46,099 | -2.5% | 1.61% | +2.8% |
Q4 2021 | $3,005,000 | -1.6% | 47,274 | -2.1% | 1.56% | -11.1% |
Q3 2021 | $3,054,000 | -3.7% | 48,274 | 0.0% | 1.76% | -1.8% |
Q2 2021 | $3,171,000 | +3.5% | 48,274 | -1.2% | 1.79% | -9.6% |
Q1 2021 | $3,064,000 | +5.6% | 48,864 | +1.3% | 1.98% | -5.7% |
Q4 2020 | $2,901,000 | +15.3% | 48,214 | 0.0% | 2.10% | -8.4% |
Q3 2020 | $2,515,000 | +312.3% | 48,214 | +288.8% | 2.30% | +242.2% |
Q2 2020 | $610,000 | +20.6% | 12,400 | +2.9% | 0.67% | +5.3% |
Q1 2020 | $506,000 | -33.8% | 12,050 | -12.2% | 0.64% | +0.5% |
Q4 2019 | $764,000 | +8388.9% | 13,725 | +7525.0% | 0.63% | +6944.4% |
Q3 2019 | $9,000 | 0.0% | 180 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $9,000 | 0.0% | 180 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $9,000 | +12.5% | 180 | 0.0% | 0.01% | -10.0% |
Q4 2018 | $8,000 | – | 180 | – | 0.01% | – |
Download |
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% |