VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 824 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $25,504,514 | +54.6% | 422,960 | +48.6% | 4.02% | +42.5% |
| Q4 2023 | $16,497,385 | +13.1% | 284,634 | +4.5% | 2.82% | +0.9% |
| Q3 2023 | $14,583,885 | +0.2% | 272,494 | +5.0% | 2.80% | +0.6% |
| Q2 2023 | $14,557,428 | +11.1% | 259,583 | +9.3% | 2.78% | -0.1% |
| Q1 2023 | $13,106,890 | +24.3% | 237,401 | +16.4% | 2.78% | +15.6% |
| Q4 2022 | $10,545,863 | +4068.3% | 203,903 | +3582.6% | 2.41% | +3391.3% |
| Q3 2022 | $253,000 | – | 5,537 | – | 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% |