VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 298 filers reported holding VANGUARD STAR FDS in Q3 2017. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,753,453 | +10.8% | 45,663 | +10.8% | 0.09% | -7.5% |
Q1 2024 | $2,486,124 | +4.5% | 41,229 | -2.3% | 0.09% | -7.0% |
Q4 2023 | $2,379,430 | +59.7% | 42,218 | +47.8% | 0.10% | +33.3% |
Q3 2023 | $1,489,550 | +51.4% | 28,563 | +62.8% | 0.08% | +56.2% |
Q2 2023 | $984,015 | +27.3% | 17,547 | +26.2% | 0.05% | +17.1% |
Q1 2023 | $773,219 | +34.1% | 13,902 | +24.7% | 0.04% | +2.5% |
Q4 2022 | $576,586 | +8.4% | 11,148 | -0.8% | 0.04% | 0.0% |
Q3 2022 | $532,000 | +51.1% | 11,237 | +64.5% | 0.04% | +42.9% |
Q2 2022 | $352,000 | -30.2% | 6,829 | -25.2% | 0.03% | -30.0% |
Q1 2022 | $504,000 | +38.8% | 9,130 | +59.1% | 0.04% | +11.1% |
Q3 2021 | $363,000 | +13.4% | 5,738 | +17.9% | 0.04% | +9.1% |
Q2 2021 | $320,000 | -5.9% | 4,866 | -10.4% | 0.03% | -17.5% |
Q1 2021 | $340,000 | +66.7% | 5,430 | +60.2% | 0.04% | +53.8% |
Q4 2020 | $204,000 | +15.9% | 3,389 | +0.5% | 0.03% | 0.0% |
Q3 2020 | $176,000 | +8.6% | 3,372 | +2.1% | 0.03% | 0.0% |
Q2 2020 | $162,000 | +13.3% | 3,303 | -2.8% | 0.03% | -3.7% |
Q1 2020 | $143,000 | -32.9% | 3,399 | -11.2% | 0.03% | -18.2% |
Q4 2019 | $213,000 | +9.2% | 3,829 | +1.5% | 0.03% | +3.1% |
Q3 2019 | $195,000 | +34.5% | 3,773 | +36.8% | 0.03% | +14.3% |
Q2 2019 | $145,000 | +35.5% | 2,758 | +33.6% | 0.03% | +7.7% |
Q1 2019 | $107,000 | -7.0% | 2,065 | -15.0% | 0.03% | -10.3% |
Q4 2018 | $115,000 | -60.8% | 2,428 | -55.3% | 0.03% | -56.1% |
Q3 2018 | $293,000 | -4.2% | 5,431 | -4.1% | 0.07% | -14.3% |
Q2 2018 | $306,000 | -1.0% | 5,662 | +3.6% | 0.08% | -9.4% |
Q1 2018 | $309,000 | -71.2% | 5,464 | -71.0% | 0.08% | -71.2% |
Q4 2017 | $1,072,000 | +69.4% | 18,864 | +63.2% | 0.30% | +12.6% |
Q3 2017 | $633,000 | +21.0% | 11,557 | +14.8% | 0.26% | +6.5% |
Q2 2017 | $523,000 | +26.3% | 10,070 | +20.7% | 0.25% | +6.5% |
Q1 2017 | $414,000 | +55.6% | 8,340 | +44.0% | 0.23% | +29.1% |
Q4 2016 | $266,000 | – | 5,793 | – | 0.18% | – |
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% |