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 | $482,822 | +3.6% | 8,007 | +3.6% | 0.13% | -1.5% |
| Q1 2024 | $465,878 | +4.0% | 7,726 | 0.0% | 0.14% | -11.2% |
| Q4 2023 | $447,799 | +16.2% | 7,726 | +7.3% | 0.15% | +10.9% |
| Q3 2023 | $385,451 | -13.7% | 7,202 | -9.6% | 0.14% | -11.6% |
| Q2 2023 | $446,733 | +114.7% | 7,966 | +111.4% | 0.16% | +89.0% |
| Q1 2023 | $208,031 | -53.9% | 3,768 | -56.8% | 0.08% | -55.9% |
| Q4 2022 | $451,516 | – | 8,730 | – | 0.19% | – |
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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% |