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 | $261,472 | +0.0% | 4,336 | +0.0% | 0.03% | -3.4% |
| Q1 2024 | $261,404 | +7.5% | 4,335 | +3.4% | 0.03% | +7.4% |
| Q4 2023 | $243,084 | +7.0% | 4,194 | -1.2% | 0.03% | -6.9% |
| Q3 2023 | $227,192 | -4.6% | 4,245 | 0.0% | 0.03% | +3.6% |
| Q2 2023 | $238,060 | +9.7% | 4,245 | +8.0% | 0.03% | 0.0% |
| Q1 2023 | $217,031 | -47.3% | 3,931 | -50.7% | 0.03% | -53.3% |
| Q2 2022 | $412,000 | -19.8% | 7,978 | -1.3% | 0.06% | -16.7% |
| Q4 2021 | $514,000 | – | 8,081 | – | 0.07% | – |
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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% |