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 | $3,387,232 | -0.3% | 56,173 | -0.3% | 0.45% | -2.8% |
| Q1 2024 | $3,398,508 | -13.9% | 56,360 | -17.2% | 0.46% | -13.6% |
| Q4 2023 | $3,945,163 | +8.2% | 68,067 | -0.1% | 0.53% | -0.4% |
| Q3 2023 | $3,646,799 | -5.7% | 68,139 | -1.2% | 0.53% | -6.2% |
| Q2 2023 | $3,867,333 | +1.0% | 68,961 | -0.6% | 0.57% | -5.2% |
| Q1 2023 | $3,830,083 | +5.8% | 69,373 | -0.8% | 0.60% | -1.2% |
| Q4 2022 | $3,618,590 | +87.6% | 69,965 | +66.0% | 0.61% | +62.5% |
| Q3 2022 | $1,929,000 | +68.3% | 42,153 | +89.9% | 0.37% | +60.1% |
| Q2 2022 | $1,146,000 | – | 22,196 | – | 0.23% | – |
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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% |