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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,027,360 | +6.7% | 83,372 | +6.7% | 3.93% | +1.6% |
| Q1 2024 | $4,710,625 | +12.3% | 78,120 | +7.9% | 3.87% | -10.8% |
| Q4 2023 | $4,196,453 | +1.3% | 72,403 | -6.5% | 4.34% | +7.7% |
| Q3 2023 | $4,144,096 | +0.3% | 77,431 | +5.1% | 4.03% | -1.3% |
| Q2 2023 | $4,131,372 | +6.2% | 73,669 | +4.5% | 4.08% | +1.7% |
| Q1 2023 | $3,891,632 | 0.0% | 70,488 | 0.0% | 4.01% | 0.0% |
| Q4 2022 | $3,891,632 | +19.4% | 70,488 | -1.0% | 4.01% | +31.8% |
| Q3 2022 | $3,258,206 | -9.6% | 71,187 | +2.0% | 3.04% | -13.2% |
| Q2 2022 | $3,602,262 | -8.5% | 69,798 | +5.9% | 3.51% | -3.0% |
| Q1 2022 | $3,937,171 | – | 65,905 | – | 3.62% | – |
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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% |