VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 936 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $301,500 | 0.0% | 5,000 | 0.0% | 0.08% | -5.1% |
| Q1 2024 | $301,500 | -16.1% | 5,000 | -19.4% | 0.08% | -27.5% |
| Q4 2023 | $359,352 | -31.3% | 6,200 | -36.6% | 0.11% | -63.8% |
| Q3 2023 | $523,158 | -4.6% | 9,775 | 0.0% | 0.30% | -1.0% |
| Q2 2023 | $548,182 | +0.8% | 9,775 | -0.8% | 0.30% | -5.3% |
| Q1 2023 | $543,819 | +5.1% | 9,850 | -1.5% | 0.32% | +8.1% |
| Q4 2022 | $517,200 | +27.1% | 10,000 | +12.4% | 0.30% | +12.9% |
| Q3 2022 | $407,000 | – | 8,900 | – | 0.26% | – |
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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% |