VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 705 filers reported holding VANGUARD STAR FDS in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,122,726 | 0.0% | 18,619 | 0.0% | 0.63% | +7.1% |
| Q1 2024 | $1,122,726 | +4.3% | 18,619 | +0.3% | 0.59% | -8.2% |
| Q4 2023 | $1,076,143 | +10.3% | 18,567 | +1.9% | 0.64% | -2.7% |
| Q3 2023 | $975,402 | +2.7% | 18,225 | +7.6% | 0.66% | -0.3% |
| Q2 2023 | $949,995 | +8.6% | 16,940 | +6.9% | 0.66% | -4.2% |
| Q1 2023 | $874,692 | -7.2% | 15,843 | -13.1% | 0.69% | -17.4% |
| Q4 2022 | $942,649 | +14.3% | 18,226 | +1.1% | 0.84% | +9.5% |
| Q3 2022 | $825,000 | -11.2% | 18,032 | +0.1% | 0.76% | -8.3% |
| Q2 2022 | $929,000 | -12.8% | 18,008 | +1.0% | 0.83% | -11.7% |
| Q1 2022 | $1,065,000 | -6.5% | 17,828 | -0.5% | 0.94% | -5.0% |
| Q4 2021 | $1,139,000 | +2.1% | 17,913 | +1.5% | 0.99% | -4.5% |
| Q3 2021 | $1,116,000 | -1.7% | 17,640 | +2.1% | 1.04% | -4.8% |
| Q2 2021 | $1,135,000 | +5.5% | 17,284 | +0.7% | 1.09% | -4.0% |
| Q1 2021 | $1,076,000 | +3.2% | 17,166 | -1.0% | 1.14% | +11.3% |
| Q4 2020 | $1,043,000 | – | 17,341 | – | 1.02% | – |
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% |