VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 908 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $273,166 | +197.5% | 4,713 | +183.4% | 0.17% | +178.3% |
| Q1 2023 | $91,830 | +11.1% | 1,663 | +4.1% | 0.06% | +7.1% |
| Q4 2022 | $82,648 | +19.8% | 1,598 | +5.7% | 0.06% | +12.0% |
| Q3 2022 | $69,000 | +43.8% | 1,512 | +54.4% | 0.05% | +19.0% |
| Q2 2020 | $48,000 | +23.1% | 979 | +4.5% | 0.04% | +5.0% |
| Q1 2020 | $39,000 | – | 937 | – | 0.04% | – |
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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% |