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 | $1,134,119 | +3.8% | 18,808 | +3.8% | 0.07% | +11.1% |
Q1 2024 | $1,092,652 | +1.4% | 18,120 | -2.6% | 0.06% | -10.0% |
Q4 2023 | $1,078,089 | +4.4% | 18,601 | -3.6% | 0.07% | -5.4% |
Q3 2023 | $1,033,030 | -5.9% | 19,302 | -1.4% | 0.07% | -5.1% |
Q2 2023 | $1,097,580 | -8.6% | 19,572 | -10.0% | 0.08% | -9.3% |
Q1 2023 | $1,201,241 | +22.2% | 21,758 | +14.5% | 0.09% | +17.8% |
Q4 2022 | $982,774 | -26.0% | 19,002 | +37.2% | 0.07% | -33.6% |
Q3 2022 | $1,328,000 | +26.8% | 13,848 | -31.7% | 0.11% | +29.4% |
Q2 2022 | $1,047,000 | -11.0% | 20,281 | +3.0% | 0.08% | +10.4% |
Q1 2022 | $1,176,000 | +122.3% | 19,691 | +134.9% | 0.08% | +133.3% |
Q4 2021 | $529,000 | -56.6% | 8,382 | -56.5% | 0.03% | -59.8% |
Q3 2021 | $1,218,000 | +94.3% | 19,249 | +106.0% | 0.08% | +95.2% |
Q2 2021 | $627,000 | -72.8% | 9,346 | -74.6% | 0.04% | -74.4% |
Q1 2021 | $2,309,000 | -1.9% | 36,821 | -5.9% | 0.16% | +1.9% |
Q4 2020 | $2,353,000 | +14.0% | 39,112 | -1.2% | 0.16% | -8.5% |
Q3 2020 | $2,064,000 | +1.9% | 39,572 | -3.9% | 0.18% | -8.3% |
Q2 2020 | $2,025,000 | +25.4% | 41,185 | +7.0% | 0.19% | -16.5% |
Q1 2020 | $1,615,000 | +14.9% | 38,482 | +52.4% | 0.23% | +53.3% |
Q4 2019 | $1,406,000 | -0.1% | 25,250 | -7.3% | 0.15% | -6.8% |
Q3 2019 | $1,408,000 | -48.6% | 27,253 | -47.5% | 0.16% | -49.4% |
Q2 2019 | $2,740,000 | -2.5% | 51,945 | -4.0% | 0.32% | -8.9% |
Q1 2019 | $2,809,000 | +6.7% | 54,117 | -3.0% | 0.35% | -2.8% |
Q4 2018 | $2,633,000 | -14.3% | 55,763 | -2.0% | 0.36% | +4.7% |
Q3 2018 | $3,071,000 | +0.2% | 56,874 | -0.7% | 0.34% | -7.5% |
Q2 2018 | $3,065,000 | -22.4% | 57,253 | -18.0% | 0.37% | -27.7% |
Q1 2018 | $3,948,000 | +2.7% | 69,808 | +3.2% | 0.51% | -2.1% |
Q4 2017 | $3,843,000 | – | 67,649 | – | 0.52% | – |
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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% |