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 | $1,163,418 | +0.5% | 21,738 | +5.3% | 0.09% | +4.5% |
| Q2 2023 | $1,157,548 | +1.9% | 20,641 | +0.3% | 0.09% | -3.3% |
| Q1 2023 | $1,136,167 | +187.2% | 20,579 | +169.0% | 0.09% | +175.8% |
| Q4 2022 | $395,606 | +0.9% | 7,649 | -10.7% | 0.03% | -5.7% |
| Q3 2022 | $392,000 | -11.3% | 8,566 | 0.0% | 0.04% | -12.5% |
| Q2 2022 | $442,000 | -13.7% | 8,566 | 0.0% | 0.04% | +2.6% |
| Q1 2022 | $512,000 | -3.4% | 8,566 | +2.8% | 0.04% | +2.6% |
| Q4 2021 | $530,000 | +0.6% | 8,331 | 0.0% | 0.04% | -7.3% |
| Q3 2021 | $527,000 | +134.2% | 8,331 | +106.2% | 0.04% | +78.3% |
| Q4 2019 | $225,000 | +8.2% | 4,041 | +0.1% | 0.02% | 0.0% |
| Q3 2019 | $208,000 | -13.7% | 4,036 | -11.8% | 0.02% | -11.5% |
| Q2 2019 | $241,000 | +1.7% | 4,576 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $237,000 | +9.7% | 4,576 | 0.0% | 0.03% | -3.7% |
| Q4 2018 | $216,000 | -63.7% | 4,576 | -58.5% | 0.03% | -57.1% |
| Q3 2018 | $595,000 | +0.7% | 11,026 | +0.9% | 0.06% | -6.0% |
| Q2 2018 | $591,000 | -19.5% | 10,926 | -15.9% | 0.07% | -21.2% |
| Q1 2018 | $734,000 | +3.5% | 12,985 | +4.0% | 0.08% | +7.6% |
| Q4 2017 | $709,000 | +544.5% | 12,485 | +474.0% | 0.08% | +426.7% |
| Q1 2015 | $110,000 | – | 2,175 | – | 0.02% | – |
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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% |