VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 1,086 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $305,674 | -13.9% | 5,069 | -13.9% | 0.02% | -17.9% |
| Q1 2024 | $355,098 | +1.2% | 5,889 | -2.8% | 0.03% | +12.0% |
| Q4 2023 | $350,978 | +2.6% | 6,056 | -5.2% | 0.02% | -13.8% |
| Q3 2023 | $341,938 | -28.3% | 6,389 | -24.9% | 0.03% | -29.3% |
| Q2 2023 | $476,952 | +2.5% | 8,505 | +0.9% | 0.04% | -4.7% |
| Q1 2023 | $465,142 | -77.3% | 8,425 | -78.7% | 0.04% | -79.4% |
| Q4 2022 | $2,044,613 | +40.3% | 39,532 | +26.7% | 0.21% | +151.8% |
| Q3 2022 | $1,457,000 | +58.7% | 31,201 | +75.6% | 0.08% | +56.6% |
| Q2 2022 | $918,000 | -18.3% | 17,765 | -5.6% | 0.05% | -3.6% |
| Q1 2022 | $1,124,000 | +104.4% | 18,821 | +117.4% | 0.06% | +1.9% |
| Q4 2021 | $550,000 | -7.1% | 8,658 | -3.8% | 0.05% | -11.5% |
| Q2 2021 | $592,000 | +13.8% | 8,998 | +8.5% | 0.06% | -12.9% |
| Q1 2021 | $520,000 | -1.1% | 8,291 | -5.2% | 0.07% | -9.1% |
| Q4 2020 | $526,000 | +16.4% | 8,747 | +1.1% | 0.08% | +4.1% |
| Q3 2020 | $452,000 | +6.6% | 8,651 | +0.3% | 0.07% | -3.9% |
| Q2 2020 | $424,000 | +39.0% | 8,627 | +18.0% | 0.08% | +10.0% |
| Q1 2020 | $305,000 | -27.7% | 7,312 | -3.5% | 0.07% | +9.4% |
| Q4 2019 | $422,000 | +6.3% | 7,579 | -0.9% | 0.06% | -22.9% |
| Q3 2019 | $397,000 | -2.5% | 7,645 | -0.5% | 0.08% | +56.6% |
| Q2 2019 | $407,000 | +0.5% | 7,687 | -1.5% | 0.05% | -41.1% |
| Q1 2019 | $405,000 | – | 7,807 | – | 0.09% | – |
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% |