VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 520 filers reported holding VANGUARD STAR FDS in Q4 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $115,957 | 0.0% | 1,923 | 0.0% | 0.02% | -5.6% |
| Q1 2024 | $115,957 | -73.1% | 1,923 | -74.2% | 0.02% | -76.3% |
| Q4 2023 | $431,512 | +8.3% | 7,445 | 0.0% | 0.08% | -5.0% |
| Q3 2023 | $398,456 | -4.6% | 7,445 | 0.0% | 0.08% | -9.1% |
| Q2 2023 | $417,516 | +1.6% | 7,445 | 0.0% | 0.09% | -8.3% |
| Q1 2023 | $411,038 | +322.5% | 7,445 | +295.8% | 0.10% | +284.0% |
| Q4 2022 | $97,285 | +26.3% | 1,881 | +11.1% | 0.02% | +19.0% |
| Q3 2022 | $77,000 | -40.3% | 1,693 | -32.4% | 0.02% | -47.5% |
| Q2 2022 | $129,000 | +43.3% | 2,504 | +66.4% | 0.04% | +53.8% |
| Q1 2022 | $90,000 | -6.2% | 1,505 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $96,000 | +1.1% | 1,505 | 0.0% | 0.03% | -7.1% |
| Q3 2021 | $95,000 | -4.0% | 1,505 | 0.0% | 0.03% | -6.7% |
| Q2 2021 | $99,000 | -38.9% | 1,505 | -41.8% | 0.03% | -46.4% |
| Q1 2021 | $162,000 | +3.8% | 2,588 | 0.0% | 0.06% | -3.4% |
| Q4 2020 | $156,000 | +3800.0% | 2,588 | +3305.3% | 0.06% | +2800.0% |
| Q3 2020 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | +33.3% | 76 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -25.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | – | 76 | – | 0.00% | – |
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% |