VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 824 filers reported holding VANGUARD STAR FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $613,096 | +7.5% | 10,159 | +6.6% | 0.33% | -3.5% |
| Q1 2024 | $570,466 | +12.2% | 9,530 | +6.6% | 0.34% | +6.5% |
| Q4 2023 | $508,353 | +15.1% | 8,942 | +3.7% | 0.32% | -5.0% |
| Q3 2023 | $441,498 | -9.9% | 8,623 | +1.3% | 0.34% | -10.1% |
| Q2 2023 | $489,866 | +5.3% | 8,512 | +2.7% | 0.38% | -4.8% |
| Q1 2023 | $465,430 | +3.5% | 8,292 | -4.6% | 0.40% | -8.5% |
| Q4 2022 | $449,499 | +8.8% | 8,691 | 0.0% | 0.43% | -3.6% |
| Q3 2022 | $413,000 | -9.2% | 8,691 | +1.6% | 0.45% | -4.1% |
| Q2 2022 | $455,000 | -0.2% | 8,552 | +3.5% | 0.47% | -2.7% |
| Q1 2022 | $456,000 | -9.2% | 8,264 | +1.8% | 0.48% | -6.6% |
| Q4 2021 | $502,000 | – | 8,120 | – | 0.52% | – |
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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% |