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 | $451,771 | +7.0% | 7,496 | +7.0% | 0.08% | -15.3% |
| Q1 2024 | $422,334 | +7.4% | 7,004 | +0.8% | 0.10% | +15.3% |
| Q4 2023 | $393,391 | -48.1% | 6,946 | -51.5% | 0.08% | -54.3% |
| Q3 2023 | $757,556 | -4.5% | 14,331 | +0.4% | 0.19% | -4.6% |
| Q2 2023 | $793,022 | +11.2% | 14,278 | +10.2% | 0.20% | +5.4% |
| Q1 2023 | $713,161 | -2.1% | 12,958 | -5.8% | 0.18% | -4.1% |
| Q4 2022 | $728,597 | -16.9% | 13,749 | -28.0% | 0.19% | -32.8% |
| Q3 2022 | $877,000 | -32.4% | 19,108 | -23.7% | 0.29% | -25.3% |
| Q2 2022 | $1,298,000 | -4.3% | 25,057 | +9.3% | 0.38% | +20.4% |
| Q1 2022 | $1,356,000 | -3.2% | 22,929 | +4.7% | 0.32% | -18.0% |
| Q4 2021 | $1,401,000 | +19.5% | 21,900 | +18.3% | 0.39% | -4.7% |
| Q3 2021 | $1,172,000 | +5.9% | 18,513 | +9.5% | 0.41% | +8.2% |
| Q2 2021 | $1,107,000 | +4.8% | 16,906 | +2.2% | 0.38% | +35.1% |
| Q1 2021 | $1,056,000 | +32.2% | 16,534 | +25.2% | 0.28% | -2.8% |
| Q4 2020 | $799,000 | – | 13,203 | – | 0.29% | – |
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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% |