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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,093,414 | -4.6% | 20,430 | 0.0% | 0.72% | +4.3% |
| Q2 2023 | $1,145,714 | +1.6% | 20,430 | 0.0% | 0.69% | -3.2% |
| Q1 2023 | $1,127,940 | +6.7% | 20,430 | 0.0% | 0.72% | -0.4% |
| Q4 2022 | $1,056,640 | +13.0% | 20,430 | 0.0% | 0.72% | +4.7% |
| Q3 2022 | $935,000 | -11.3% | 20,430 | 0.0% | 0.69% | -4.5% |
| Q2 2022 | $1,054,000 | -3.6% | 20,430 | +18.2% | 0.72% | -20.1% |
| Q3 2021 | $1,093,000 | -3.7% | 17,280 | 0.0% | 0.90% | -3.0% |
| Q2 2021 | $1,135,000 | +4.8% | 17,280 | 0.0% | 0.93% | -3.7% |
| Q1 2021 | $1,083,000 | +4.1% | 17,280 | 0.0% | 0.96% | +1.3% |
| Q4 2020 | $1,040,000 | – | 17,280 | – | 0.95% | – |
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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% |