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 | $294,485 | +0.1% | 4,878 | 0.0% | 0.03% | 0.0% |
| Q1 2024 | $294,143 | -12.6% | 4,878 | -16.0% | 0.03% | -19.0% |
| Q4 2023 | $336,574 | +29.2% | 5,807 | +18.5% | 0.04% | +20.0% |
| Q3 2023 | $260,431 | -5.2% | 4,899 | 0.0% | 0.04% | -5.4% |
| Q2 2023 | $274,736 | +11.5% | 4,899 | +9.7% | 0.04% | -2.6% |
| Q1 2023 | $246,457 | +1.8% | 4,464 | -4.6% | 0.04% | +2.7% |
| Q4 2022 | $242,050 | +227.1% | 4,680 | +226.1% | 0.04% | +236.4% |
| Q2 2022 | $74,000 | -14.0% | 1,435 | 0.0% | 0.01% | -8.3% |
| Q1 2022 | $86,000 | -11.3% | 1,435 | -6.2% | 0.01% | -14.3% |
| Q4 2021 | $97,000 | 0.0% | 1,530 | 0.0% | 0.01% | -6.7% |
| Q3 2021 | $97,000 | -2.0% | 1,530 | +1.4% | 0.02% | -6.2% |
| Q2 2021 | $99,000 | +4.2% | 1,509 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $95,000 | +4.4% | 1,509 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $91,000 | – | 1,509 | – | 0.02% | – |
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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% |