VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 1,109 filers reported holding VANGUARD STAR FDS in Q1 2024. The put-call ratio across all filers is 0.55 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,531,216 | -2.8% | 41,977 | -2.8% | 0.24% | -14.4% |
| Q1 2024 | $2,604,509 | +3.5% | 43,193 | -0.5% | 0.28% | -14.5% |
| Q4 2023 | $2,515,929 | +5.1% | 43,408 | -3.0% | 0.32% | -4.1% |
| Q3 2023 | $2,394,641 | -7.4% | 44,743 | -2.9% | 0.34% | -2.6% |
| Q2 2023 | $2,585,108 | +1.3% | 46,097 | -0.2% | 0.35% | -7.0% |
| Q1 2023 | $2,551,061 | +0.6% | 46,207 | -5.7% | 0.37% | -6.5% |
| Q4 2022 | $2,535,000 | +8.9% | 49,022 | -3.6% | 0.40% | +4.2% |
| Q3 2022 | $2,328,000 | -16.3% | 50,854 | -5.6% | 0.38% | +7.0% |
| Q2 2022 | $2,780,000 | -12.6% | 53,863 | +1.2% | 0.36% | -23.0% |
| Q1 2022 | $3,180,000 | -6.6% | 53,224 | -0.6% | 0.47% | -3.3% |
| Q4 2021 | $3,405,000 | +1.6% | 53,566 | +1.1% | 0.48% | -6.4% |
| Q3 2021 | $3,353,000 | -4.7% | 53,003 | -1.1% | 0.52% | -9.5% |
| Q2 2021 | $3,520,000 | +4.7% | 53,598 | -0.0% | 0.57% | -5.0% |
| Q1 2021 | $3,362,000 | +2.8% | 53,617 | -1.4% | 0.60% | -10.5% |
| Q4 2020 | $3,271,000 | – | 54,378 | – | 0.67% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sageworth Trust Co of South Dakota | 63,234 | $3,804,000 | 26.99% |
| Sageworth Trust Co | 4,332,159 | $260,623,000 | 23.73% |
| Mosaic Advisors LLC | 411,977 | $24,785,000 | 22.68% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 487,362 | $29,320,000 | 17.39% |
| Hemington Wealth Management | 577,028 | $34,714,000 | 16.08% |
| UNIVEST FINANCIAL Corp | 792,141 | $47,655,000 | 13.83% |
| PFM Asset Management LLC | 7,934,518 | $477,341,000 | 11.89% |
| FLOW TRADERS U.S. LLC | 2,558,640 | $153,928,000 | 10.54% |
| Sunflower Bank, N.A. | 1,002,757 | $60,326,000 | 10.36% |
| SVA Wealth Management, LLC | 1,928,011 | $115,989,000 | 10.11% |