VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 1,086 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $66,217,708 | -4.0% | 1,098,138 | -4.0% | 3.37% | -5.0% |
| Q1 2024 | $68,975,357 | +5.3% | 1,143,870 | +1.2% | 3.55% | -4.0% |
| Q4 2023 | $65,518,040 | +8.4% | 1,130,401 | +0.1% | 3.70% | -1.0% |
| Q3 2023 | $60,436,316 | -3.1% | 1,129,229 | +1.5% | 3.73% | -5.6% |
| Q2 2023 | $62,372,798 | +2.7% | 1,112,211 | +1.1% | 3.95% | -2.5% |
| Q1 2023 | $60,713,096 | +1.5% | 1,099,676 | -4.9% | 4.05% | -2.6% |
| Q4 2022 | $59,797,049 | +18.8% | 1,156,169 | +5.2% | 4.16% | -0.9% |
| Q3 2022 | $50,325,000 | -1.5% | 1,099,526 | +11.0% | 4.20% | -6.3% |
| Q2 2022 | $51,100,000 | -9.8% | 990,126 | +4.4% | 4.48% | -7.5% |
| Q1 2022 | $56,678,000 | -3.4% | 948,746 | +2.7% | 4.85% | -8.6% |
| Q4 2021 | $58,703,000 | +3.3% | 923,445 | +2.8% | 5.30% | -8.4% |
| Q3 2021 | $56,844,000 | +4.1% | 898,585 | +8.1% | 5.79% | -3.0% |
| Q2 2021 | $54,606,000 | +30.3% | 831,396 | +24.4% | 5.97% | +2.2% |
| Q1 2021 | $41,906,000 | +51.5% | 668,353 | +45.4% | 5.84% | +13.7% |
| Q4 2020 | $27,658,000 | +43.1% | 459,738 | +24.1% | 5.13% | +19.7% |
| Q3 2020 | $19,321,000 | +643933.3% | 370,364 | +726103.9% | 4.29% | +428700.0% |
| Q2 2020 | $3,000 | +50.0% | 51 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | – | 51 | – | 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% |