VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 959 filers reported holding VANGUARD STAR FDS in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $463,027 | +18.9% | 7,912 | +17.8% | 0.39% | +9.2% |
| Q4 2023 | $389,346 | +25.5% | 6,717 | +16.9% | 0.36% | +7.1% |
| Q3 2023 | $310,254 | +20.7% | 5,744 | +25.3% | 0.34% | +26.8% |
| Q2 2023 | $257,086 | -0.1% | 4,584 | +0.8% | 0.26% | -0.7% |
| Q1 2023 | $257,223 | +7.5% | 4,549 | -1.7% | 0.27% | +11.7% |
| Q4 2022 | $239,284 | +10.8% | 4,627 | -1.8% | 0.24% | +13.3% |
| Q3 2022 | $216,000 | -17.9% | 4,714 | -4.8% | 0.21% | +1.4% |
| Q2 2022 | $263,000 | 0.0% | 4,953 | 0.0% | 0.21% | 0.0% |
| Q1 2022 | $263,000 | -18.6% | 4,953 | -3.1% | 0.21% | -26.0% |
| Q4 2021 | $323,000 | – | 5,110 | – | 0.28% | – |
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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% |