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 | $1,680,360 | +2.1% | 27,867 | +2.1% | 0.33% | -0.9% |
| Q1 2024 | $1,645,343 | +6.5% | 27,286 | +2.4% | 0.33% | -0.9% |
| Q4 2023 | $1,544,631 | +14.7% | 26,650 | +5.9% | 0.33% | +6.1% |
| Q3 2023 | $1,346,535 | -4.4% | 25,159 | +0.2% | 0.31% | -2.2% |
| Q2 2023 | $1,408,763 | +3.4% | 25,121 | +1.8% | 0.32% | -3.0% |
| Q1 2023 | $1,362,885 | +7.0% | 24,685 | +0.2% | 0.33% | +2.2% |
| Q4 2022 | $1,273,561 | +6.7% | 24,624 | -5.6% | 0.32% | +6.6% |
| Q3 2022 | $1,194,000 | -3.9% | 26,088 | +8.4% | 0.30% | +1.3% |
| Q2 2022 | $1,243,000 | -5.0% | 24,077 | +10.0% | 0.30% | +3.8% |
| Q1 2022 | $1,308,000 | -10.2% | 21,889 | -4.5% | 0.29% | -17.0% |
| Q4 2021 | $1,457,000 | +2.0% | 22,919 | +1.5% | 0.35% | +3.3% |
| Q3 2021 | $1,428,000 | – | 22,573 | – | 0.34% | – |
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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% |