VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 936 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $476,982 | +0.0% | 7,910 | +0.0% | 0.10% | -7.7% |
| Q1 2024 | $476,895 | +9.2% | 7,909 | +5.0% | 0.10% | -2.8% |
| Q4 2023 | $436,673 | +8.3% | 7,534 | +0.0% | 0.11% | -3.6% |
| Q3 2023 | $403,083 | -4.6% | 7,531 | +0.0% | 0.11% | -2.6% |
| Q2 2023 | $422,310 | +1.6% | 7,530 | +0.0% | 0.11% | -7.3% |
| Q1 2023 | $415,541 | +6.8% | 7,527 | +0.0% | 0.12% | -3.1% |
| Q4 2022 | $389,253 | -1.5% | 7,526 | -12.9% | 0.13% | -10.6% |
| Q3 2022 | $395,000 | -5.5% | 8,639 | +6.6% | 0.14% | -0.7% |
| Q2 2022 | $418,000 | -15.7% | 8,103 | -2.5% | 0.14% | -4.0% |
| Q1 2022 | $496,000 | -6.1% | 8,310 | +0.0% | 0.15% | -5.1% |
| Q4 2021 | $528,000 | +0.8% | 8,308 | +0.2% | 0.16% | -11.3% |
| Q3 2021 | $524,000 | -3.7% | 8,290 | +0.1% | 0.18% | -6.3% |
| Q2 2021 | $544,000 | +4.8% | 8,283 | +0.1% | 0.19% | -6.0% |
| Q1 2021 | $519,000 | +18.5% | 8,274 | +13.7% | 0.20% | +9.2% |
| Q4 2020 | $438,000 | +19.0% | 7,280 | +3.3% | 0.18% | +4.5% |
| Q3 2020 | $368,000 | -4.4% | 7,047 | -10.0% | 0.18% | -13.3% |
| Q2 2020 | $385,000 | +9.1% | 7,827 | -7.1% | 0.20% | -10.2% |
| Q1 2020 | $353,000 | -1.9% | 8,421 | +30.2% | 0.23% | +15.3% |
| Q4 2019 | $360,000 | +18.0% | 6,468 | +9.7% | 0.20% | +6.5% |
| Q3 2019 | $305,000 | +19.1% | 5,895 | +21.4% | 0.18% | +19.5% |
| Q2 2019 | $256,000 | +2.0% | 4,856 | +0.3% | 0.15% | -6.1% |
| Q1 2019 | $251,000 | – | 4,840 | – | 0.16% | – |
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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% |