VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 1,086 filers reported holding VANGUARD STAR FDS in Q4 2023. The put-call ratio across all filers is 0.50 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,613,215 | +5.5% | 26,753 | +5.5% | 0.26% | +3.5% |
Q1 2024 | $1,528,424 | +5.6% | 25,347 | +1.5% | 0.26% | +28.0% |
Q4 2023 | $1,447,145 | +8.1% | 24,968 | -0.2% | 0.20% | 0.0% |
Q3 2023 | $1,338,589 | +4.9% | 25,011 | +10.0% | 0.20% | +21.2% |
Q2 2023 | $1,275,540 | +4.1% | 22,745 | +2.5% | 0.16% | +2.5% |
Q1 2023 | $1,225,717 | +6.7% | 22,201 | 0.0% | 0.16% | +1.3% |
Q4 2022 | $1,148,236 | +116.6% | 22,201 | +91.6% | 0.16% | +87.1% |
Q3 2022 | $530,000 | -9.4% | 11,590 | +2.2% | 0.08% | -5.6% |
Q2 2022 | $585,000 | -13.5% | 11,336 | +0.2% | 0.09% | -1.1% |
Q1 2022 | $676,000 | -5.8% | 11,317 | +0.2% | 0.09% | -4.2% |
Q4 2021 | $718,000 | -3.0% | 11,293 | 0.0% | 0.10% | -5.0% |
Q3 2021 | $740,000 | -0.3% | 11,293 | 0.0% | 0.10% | -2.0% |
Q2 2021 | $742,000 | +4.1% | 11,293 | -0.6% | 0.10% | -3.8% |
Q1 2021 | $713,000 | +4.2% | 11,364 | 0.0% | 0.11% | -10.2% |
Q4 2020 | $684,000 | – | 11,364 | – | 0.12% | – |
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% |