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 | $9,542,086 | +17.8% | 158,244 | +17.8% | 0.64% | +2.5% |
| Q1 2024 | $8,100,141 | +10.4% | 134,331 | +6.1% | 0.63% | +1.3% |
| Q4 2023 | $7,335,433 | +30.1% | 126,560 | +20.1% | 0.62% | +15.9% |
| Q3 2023 | $5,638,986 | +238.4% | 105,362 | +254.6% | 0.54% | +175.8% |
| Q2 2023 | $1,666,446 | +33.7% | 29,716 | +31.6% | 0.19% | +31.1% |
| Q1 2023 | $1,246,329 | +25.1% | 22,574 | +17.2% | 0.15% | +12.1% |
| Q4 2022 | $996,556 | +949.0% | 19,268 | +1174.3% | 0.13% | +842.9% |
| Q3 2021 | $95,000 | -47.2% | 1,512 | -45.1% | 0.01% | -36.4% |
| Q2 2021 | $180,000 | +109.3% | 2,754 | +100.3% | 0.02% | +57.1% |
| Q1 2021 | $86,000 | +4.9% | 1,375 | +0.3% | 0.01% | -17.6% |
| Q4 2020 | $82,000 | -99.6% | 1,371 | +215.2% | 0.02% | +41.7% |
| Q3 2020 | $23,208,000 | +4.8% | 435 | +0.7% | 0.01% | 0.0% |
| Q2 2020 | $22,154,000 | +374.4% | 432 | +289.2% | 0.01% | +300.0% |
| Q1 2020 | $4,670,000 | -89.8% | 111 | -86.6% | 0.00% | -89.3% |
| Q4 2019 | $45,962,000 | – | 829 | – | 0.03% | – |
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% |