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 | $3,666,681 | +36.2% | 58,303 | +31.0% | 0.23% | +17.3% |
| Q1 2024 | $2,691,315 | +5.7% | 44,507 | +0.5% | 0.20% | -5.3% |
| Q4 2023 | $2,546,042 | -24.2% | 44,294 | -30.0% | 0.21% | -38.8% |
| Q3 2023 | $3,358,183 | -4.5% | 63,302 | +3.5% | 0.34% | -10.3% |
| Q2 2023 | $3,515,101 | +61.9% | 61,175 | +56.2% | 0.38% | +32.5% |
| Q1 2023 | $2,170,675 | +8.8% | 39,168 | +5.5% | 0.29% | -4.3% |
| Q4 2022 | $1,995,413 | +36.1% | 37,138 | +15.9% | 0.30% | +1.4% |
| Q3 2022 | $1,466,000 | -17.5% | 32,035 | -7.0% | 0.30% | -23.0% |
| Q2 2022 | $1,778,000 | -35.9% | 34,458 | -24.3% | 0.38% | -38.0% |
| Q1 2022 | $2,772,000 | -3.2% | 45,536 | +1.9% | 0.62% | -30.0% |
| Q4 2021 | $2,865,000 | – | 44,673 | – | 0.88% | – |
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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% |