VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 705 filers reported holding VANGUARD STAR FDS in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $459,161 | +13.1% | 8,878 | 0.0% | 0.36% | +8.1% |
| Q3 2022 | $406,000 | -13.4% | 8,878 | -2.3% | 0.33% | -7.8% |
| Q2 2022 | $469,000 | -13.6% | 9,088 | 0.0% | 0.36% | +0.3% |
| Q1 2022 | $543,000 | -6.1% | 9,088 | 0.0% | 0.36% | -4.5% |
| Q4 2021 | $578,000 | +0.5% | 9,088 | 0.0% | 0.38% | +4.7% |
| Q3 2021 | $575,000 | -3.5% | 9,088 | +0.0% | 0.36% | +0.3% |
| Q2 2021 | $596,000 | +4.7% | 9,087 | 0.0% | 0.36% | -4.8% |
| Q1 2021 | $569,000 | +4.4% | 9,087 | +0.3% | 0.38% | -4.1% |
| Q4 2020 | $545,000 | +16.5% | 9,064 | +1.0% | 0.39% | +4.3% |
| Q3 2020 | $468,000 | 0.0% | 8,975 | +0.7% | 0.38% | +2.5% |
| Q2 2020 | $468,000 | – | 8,916 | – | 0.37% | – |
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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% |