VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 857 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $160,284 | +112.7% | 2,658 | +112.6% | 0.11% | +120.8% |
| Q1 2024 | $75,368 | +20.8% | 1,250 | +16.1% | 0.05% | +14.3% |
| Q4 2023 | $62,416 | -53.8% | 1,077 | -57.4% | 0.04% | -56.2% |
| Q3 2023 | $135,165 | -4.0% | 2,526 | -97.4% | 0.10% | +1.1% |
| Q2 2023 | $140,869 | +50.9% | 96,701 | +3.6% | 0.10% | +55.7% |
| Q1 2023 | $93,364 | +7.0% | 93,364 | +7.0% | 0.06% | -7.6% |
| Q4 2022 | $87,268 | +10.5% | 87,268 | +10.1% | 0.07% | +17.9% |
| Q3 2022 | $79,000 | -8.1% | 79,297 | -7.3% | 0.06% | -1.8% |
| Q2 2022 | $86,000 | -99.4% | 85,534 | -75.2% | 0.06% | -99.3% |
| Q1 2022 | $14,820,000 | -3.5% | 344,336 | +0.1% | 8.13% | -8.8% |
| Q4 2021 | $15,362,000 | +0.5% | 344,021 | +0.6% | 8.92% | -4.6% |
| Q3 2021 | $15,293,000 | +9.9% | 342,114 | +8.4% | 9.34% | +16.2% |
| Q2 2021 | $13,917,000 | +40.6% | 315,598 | +99.9% | 8.04% | +14.3% |
| Q1 2021 | $9,900,000 | – | 157,902 | – | 7.04% | – |
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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% |