VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 952 filers reported holding VANGUARD STAR FDS in Q3 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,041,827 | -5.8% | 19,670 | -0.3% | 0.19% | -5.6% |
| Q2 2023 | $1,106,430 | +17.0% | 19,730 | +15.2% | 0.20% | +7.1% |
| Q1 2023 | $945,275 | +8.1% | 17,121 | +1.3% | 0.18% | -1.1% |
| Q4 2022 | $874,193 | -3.1% | 16,903 | -14.4% | 0.19% | -13.5% |
| Q3 2022 | $902,000 | -24.2% | 19,752 | -14.4% | 0.22% | -24.0% |
| Q2 2022 | $1,190,000 | -10.0% | 23,080 | +4.4% | 0.28% | +6.8% |
| Q1 2022 | $1,322,000 | +2.2% | 22,100 | +8.7% | 0.26% | +2.3% |
| Q4 2021 | $1,294,000 | +8.5% | 20,340 | +7.8% | 0.26% | -29.8% |
| Q3 2021 | $1,193,000 | +10.2% | 18,861 | +14.4% | 0.37% | +15.7% |
| Q2 2021 | $1,083,000 | +18.9% | 16,492 | +8.7% | 0.32% | -10.9% |
| Q4 2020 | $911,000 | +20.3% | 15,170 | +4.7% | 0.36% | -9.8% |
| Q3 2020 | $757,000 | +10.8% | 14,487 | +4.3% | 0.40% | -16.6% |
| Q2 2020 | $683,000 | +4.4% | 13,885 | -10.9% | 0.48% | -26.4% |
| Q1 2020 | $654,000 | +2.3% | 15,588 | +35.8% | 0.65% | +20.7% |
| Q4 2019 | $639,000 | – | 11,479 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sageworth Trust Co of South Dakota | 63,234 | $3,804,000 | 26.99% |
| Sageworth Trust Co | 4,332,159 | $260,623,000 | 23.73% |
| Mosaic Advisors LLC | 411,977 | $24,785,000 | 22.68% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 487,362 | $29,320,000 | 17.39% |
| Hemington Wealth Management | 577,028 | $34,714,000 | 16.08% |
| UNIVEST FINANCIAL Corp | 792,141 | $47,655,000 | 13.83% |
| PFM Asset Management LLC | 7,934,518 | $477,341,000 | 11.89% |
| FLOW TRADERS U.S. LLC | 2,558,640 | $153,928,000 | 10.54% |
| Sunflower Bank, N.A. | 1,002,757 | $60,326,000 | 10.36% |
| SVA Wealth Management, LLC | 1,928,011 | $115,989,000 | 10.11% |