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 | $438,924 | 0.0% | 7,279 | 0.0% | 0.16% | -1.2% |
| Q1 2024 | $438,924 | +4.0% | 7,279 | 0.0% | 0.16% | 0.0% |
| Q4 2023 | $421,891 | +8.3% | 7,279 | 0.0% | 0.16% | -4.2% |
| Q3 2023 | $389,572 | -4.6% | 7,279 | 0.0% | 0.17% | +3.1% |
| Q2 2023 | $408,206 | +1.6% | 7,279 | 0.0% | 0.16% | -4.1% |
| Q1 2023 | $401,874 | +6.7% | 7,279 | 0.0% | 0.17% | -1.2% |
| Q4 2022 | $376,470 | +13.1% | 7,279 | 0.0% | 0.17% | +2.4% |
| Q3 2022 | $333,000 | -11.4% | 7,279 | 0.0% | 0.17% | -6.2% |
| Q2 2022 | $376,000 | -13.6% | 7,279 | 0.0% | 0.18% | -4.8% |
| Q1 2022 | $435,000 | -8.4% | 7,279 | -2.7% | 0.19% | -24.3% |
| Q4 2021 | $475,000 | +0.4% | 7,478 | 0.0% | 0.25% | -7.5% |
| Q3 2021 | $473,000 | -3.7% | 7,478 | 0.0% | 0.27% | -0.7% |
| Q2 2021 | $491,000 | +4.7% | 7,478 | 0.0% | 0.27% | -9.1% |
| Q1 2021 | $469,000 | +4.2% | 7,478 | 0.0% | 0.30% | -2.0% |
| Q4 2020 | $450,000 | +15.4% | 7,478 | 0.0% | 0.30% | -1.6% |
| Q3 2020 | $390,000 | +6.0% | 7,478 | 0.0% | 0.31% | -3.5% |
| Q2 2020 | $368,000 | +17.2% | 7,478 | 0.0% | 0.32% | +1.6% |
| Q1 2020 | $314,000 | -38.3% | 7,478 | -18.2% | 0.31% | -30.4% |
| Q4 2019 | $509,000 | – | 9,140 | – | 0.45% | – |
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% |