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 | $78,330 | +23.0% | 1,299 | +23.0% | 0.03% | +22.7% |
| Q1 2024 | $63,677 | +4.0% | 1,056 | 0.0% | 0.02% | -26.7% |
| Q4 2023 | $61,206 | +8.3% | 1,056 | 0.0% | 0.03% | -6.2% |
| Q3 2023 | $56,517 | -51.7% | 1,056 | -49.4% | 0.03% | -50.0% |
| Q2 2023 | $117,095 | +1.6% | 2,088 | 0.0% | 0.06% | -11.1% |
| Q1 2023 | $115,278 | +101915.9% | 2,088 | -4.3% | 0.07% | +1.4% |
| Q4 2022 | $113 | -99.9% | 2,182 | 0.0% | 0.07% | +1.4% |
| Q3 2022 | $100,000 | -52.8% | 2,182 | -46.9% | 0.07% | -45.7% |
| Q2 2022 | $212,000 | -13.8% | 4,112 | 0.0% | 0.13% | -11.6% |
| Q1 2022 | $246,000 | -6.8% | 4,112 | -0.9% | 0.15% | -4.6% |
| Q4 2021 | $264,000 | +0.4% | 4,151 | 0.0% | 0.15% | -8.9% |
| Q3 2021 | $263,000 | -3.7% | 4,151 | 0.0% | 0.17% | -5.1% |
| Q2 2021 | $273,000 | +5.0% | 4,151 | 0.0% | 0.18% | -1.7% |
| Q1 2021 | $260,000 | +4.0% | 4,151 | 0.0% | 0.18% | -5.8% |
| Q4 2020 | $250,000 | +15.2% | 4,151 | 0.0% | 0.19% | -5.9% |
| Q3 2020 | $217,000 | +6.4% | 4,151 | 0.0% | 0.20% | 0.0% |
| Q2 2020 | $204,000 | -22.7% | 4,151 | -33.9% | 0.20% | -32.3% |
| Q1 2020 | $264,000 | -55.9% | 6,280 | -41.6% | 0.30% | -41.2% |
| Q4 2019 | $599,000 | – | 10,754 | – | 0.51% | – |
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% |