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 | $1,145,290 | +7.2% | 18,993 | +7.2% | 0.17% | -1.2% |
Q1 2024 | $1,068,408 | +5.1% | 17,718 | +1.0% | 0.17% | -11.5% |
Q4 2023 | $1,016,403 | +9.8% | 17,536 | +1.4% | 0.19% | +0.5% |
Q3 2023 | $925,372 | -3.4% | 17,290 | +1.2% | 0.19% | +5.5% |
Q2 2023 | $958,430 | +1.7% | 17,090 | +0.1% | 0.18% | -5.2% |
Q1 2023 | $942,181 | -2.5% | 17,065 | -8.7% | 0.19% | +46.9% |
Q4 2022 | $966,814 | -0.2% | 18,693 | -11.7% | 0.13% | -44.9% |
Q3 2022 | $969,000 | +4.8% | 21,162 | +18.1% | 0.24% | +25.5% |
Q2 2022 | $925,000 | -3.2% | 17,918 | +11.9% | 0.19% | +10.6% |
Q1 2022 | $956,000 | -9.6% | 16,008 | -3.7% | 0.17% | -3.4% |
Q4 2021 | $1,057,000 | -4.5% | 16,628 | -5.0% | 0.18% | -10.2% |
Q3 2021 | $1,107,000 | -12.6% | 17,507 | -9.2% | 0.20% | -15.2% |
Q2 2021 | $1,267,000 | -0.9% | 19,286 | -5.4% | 0.23% | -21.2% |
Q1 2021 | $1,278,000 | +9.5% | 20,377 | +5.0% | 0.29% | 0.0% |
Q4 2020 | $1,167,000 | +36.2% | 19,406 | +18.2% | 0.29% | +5.0% |
Q3 2020 | $857,000 | +3.6% | 16,419 | -2.3% | 0.28% | -11.7% |
Q2 2020 | $827,000 | +117.6% | 16,811 | +85.7% | 0.32% | +81.6% |
Q1 2020 | $380,000 | -25.8% | 9,053 | -1.5% | 0.17% | -9.4% |
Q4 2019 | $512,000 | +36.2% | 9,195 | +26.5% | 0.19% | +13.6% |
Q3 2019 | $376,000 | +0.8% | 7,269 | +3.8% | 0.17% | +5.0% |
Q2 2019 | $373,000 | +12.0% | 7,003 | +9.1% | 0.16% | -5.8% |
Q1 2019 | $333,000 | +55.6% | 6,416 | +41.8% | 0.17% | +21.3% |
Q4 2018 | $214,000 | -34.6% | 4,526 | -25.3% | 0.14% | -27.7% |
Q3 2018 | $327,000 | +298.8% | 6,062 | +298.3% | 0.20% | +121.6% |
Q2 2018 | $82,000 | -61.0% | 1,522 | -59.6% | 0.09% | -43.2% |
Q1 2018 | $210,000 | +4.5% | 3,766 | +9.5% | 0.16% | +3.3% |
Q4 2017 | $201,000 | +54.6% | 3,439 | +45.2% | 0.15% | +29.3% |
Q3 2017 | $130,000 | +261.1% | 2,368 | +242.7% | 0.12% | +205.3% |
Q2 2017 | $36,000 | – | 691 | – | 0.04% | – |
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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% |