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 | $2,933,385 | 0.0% | 2,933,385 | 0.0% | 0.40% | -13.8% |
| Q1 2024 | $2,933,385 | -0.7% | 2,933,385 | -0.0% | 0.46% | -37.0% |
| Q4 2023 | $2,953,671 | +0.1% | 2,933,735 | 0.0% | 0.74% | -14.8% |
| Q3 2023 | $2,952,117 | -0.0% | 2,933,735 | 0.0% | 0.86% | +3.4% |
| Q2 2023 | $2,953,013 | -1.1% | 2,933,735 | -0.0% | 0.84% | -5.8% |
| Q1 2023 | $2,986,014 | -58.1% | 2,934,338 | -2.7% | 0.89% | -62.7% |
| Q4 2022 | $7,133,403 | +1.3% | 3,014,592 | -0.3% | 2.37% | -8.8% |
| Q3 2022 | $7,042,000 | -8.0% | 3,023,159 | -0.1% | 2.60% | -2.4% |
| Q2 2022 | $7,651,000 | +154.0% | 3,024,787 | +3.1% | 2.66% | +200.0% |
| Q1 2022 | $3,012,000 | -0.2% | 2,934,699 | 0.0% | 0.89% | +5.6% |
| Q4 2021 | $3,017,000 | -3.5% | 2,934,699 | -2.0% | 0.84% | -10.7% |
| Q3 2021 | $3,126,000 | +938.5% | 2,995,321 | +41699.1% | 0.94% | +549.7% |
| Q1 2021 | $301,000 | -14.2% | 7,166 | +6.5% | 0.14% | +5.1% |
| Q3 2020 | $351,000 | 0.0% | 6,728 | -5.8% | 0.14% | -4.8% |
| Q2 2020 | $351,000 | +16.6% | 7,145 | -0.3% | 0.14% | 0.0% |
| Q1 2020 | $301,000 | – | 7,166 | – | 0.14% | – |
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% |