VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 908 filers reported holding VANGUARD STAR FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $506,499 | -10.8% | 8,739 | -8.0% | 0.55% | -13.2% |
| Q1 2024 | $567,997 | +12.1% | 9,494 | +8.6% | 0.64% | +15.2% |
| Q4 2023 | $506,499 | +5.0% | 8,739 | -3.0% | 0.55% | -0.2% |
| Q3 2023 | $482,221 | -5.4% | 9,010 | -0.9% | 0.55% | -3.3% |
| Q2 2023 | $509,759 | +3.4% | 9,090 | +1.7% | 0.57% | +3.6% |
| Q1 2023 | $493,227 | +10.7% | 8,934 | +3.7% | 0.55% | +3.6% |
| Q4 2022 | $445,445 | +91.2% | 8,613 | +69.5% | 0.53% | +65.7% |
| Q3 2022 | $233,000 | +2.2% | 5,081 | +15.1% | 0.32% | +3.2% |
| Q2 2022 | $228,000 | -7.7% | 4,413 | +6.7% | 0.31% | +8.0% |
| Q1 2022 | $247,000 | +22.9% | 4,137 | +31.1% | 0.29% | +28.6% |
| Q4 2021 | $201,000 | – | 3,156 | – | 0.22% | – |
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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% |