VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 705 filers reported holding VANGUARD STAR FDS in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $362,825 | +77.0% | 6,017 | +92.7% | 0.09% | -13.8% |
| Q2 2021 | $205,000 | +28.9% | 3,122 | +2.2% | 0.11% | -9.2% |
| Q1 2019 | $159,000 | +8.2% | 3,054 | -1.9% | 0.12% | -3.2% |
| Q4 2018 | $147,000 | -27.6% | 3,113 | -17.4% | 0.12% | -18.4% |
| Q3 2018 | $203,000 | +21.6% | 3,768 | +21.9% | 0.15% | +20.6% |
| Q2 2018 | $167,000 | -33.7% | 3,092 | -30.4% | 0.13% | -32.6% |
| Q1 2018 | $252,000 | -40.6% | 4,442 | -40.4% | 0.19% | -45.8% |
| Q4 2017 | $424,000 | +5.5% | 7,455 | +1.5% | 0.34% | -38.6% |
| Q3 2017 | $402,000 | +0.8% | 7,345 | -4.3% | 0.56% | +54.4% |
| Q2 2017 | $399,000 | -0.7% | 7,677 | -5.1% | 0.36% | -2.2% |
| Q1 2017 | $402,000 | +3.9% | 8,087 | -4.2% | 0.37% | -5.6% |
| Q4 2016 | $387,000 | – | 8,442 | – | 0.39% | – |
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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% |