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 | $16,324,250 | +5.7% | 270,717 | +5.7% | 10.21% | +1.9% |
| Q1 2024 | $15,448,990 | +16.6% | 256,202 | +12.1% | 10.02% | +12.3% |
| Q4 2023 | $13,243,896 | +24.6% | 228,501 | +13.6% | 8.92% | +4.3% |
| Q3 2023 | $10,626,925 | -7.3% | 201,153 | -1.6% | 8.55% | -2.7% |
| Q2 2023 | $11,460,910 | +4002.5% | 204,367 | +2.7% | 8.79% | +3193.6% |
| Q1 2023 | $279,363 | -97.0% | 198,967 | +10.4% | 0.27% | -96.9% |
| Q4 2022 | $9,317,434 | +11.6% | 180,151 | +3.5% | 8.61% | +16.4% |
| Q3 2022 | $8,346,000 | -4.3% | 173,983 | +2.6% | 7.40% | -2.5% |
| Q2 2022 | $8,718,000 | -91.4% | 169,510 | +0.2% | 7.58% | +3.2% |
| Q1 2022 | $101,067,000 | +909.9% | 169,179 | +7.5% | 7.35% | +1.1% |
| Q4 2021 | $10,008,000 | – | 157,436 | – | 7.26% | – |
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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% |