VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 936 filers reported holding VANGUARD STAR FDS in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $31,538,861 | +3.3% | 523,033 | +3.3% | 14.97% | +0.3% |
| Q1 2024 | $30,525,179 | +4.9% | 506,222 | +0.8% | 14.94% | -0.4% |
| Q4 2023 | $29,097,064 | +14.8% | 502,020 | +6.0% | 14.99% | -3.0% |
| Q3 2023 | $25,349,851 | -6.0% | 473,652 | +1.5% | 15.46% | +3.5% |
| Q2 2023 | $26,963,740 | +7.9% | 466,662 | +5.6% | 14.93% | -3.3% |
| Q1 2023 | $24,989,446 | – | 441,822 | – | 15.44% | – |
Download | ||||||
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% |