VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $335,931 | -4.4% | 6,277 | +0.2% | 0.08% | -1.3% |
| Q2 2023 | $351,255 | +12.0% | 6,263 | +10.3% | 0.08% | +5.3% |
| Q1 2023 | $313,611 | -0.2% | 5,680 | -6.5% | 0.08% | -1.3% |
| Q4 2022 | $314,191 | +13.4% | 6,075 | +0.5% | 0.08% | +5.6% |
| Q3 2022 | $277,000 | -44.7% | 6,046 | -37.7% | 0.07% | -40.0% |
| Q2 2022 | $501,000 | -15.1% | 9,709 | -1.7% | 0.12% | +2.6% |
| Q1 2022 | $590,000 | -15.8% | 9,876 | -10.5% | 0.12% | -3.3% |
| Q4 2021 | $701,000 | -10.8% | 11,033 | -11.2% | 0.12% | -18.8% |
| Q3 2021 | $786,000 | -18.1% | 12,424 | -15.0% | 0.15% | -15.8% |
| Q2 2021 | $960,000 | +2.5% | 14,612 | -2.3% | 0.18% | -1.1% |
| Q1 2021 | $937,000 | -11.2% | 14,952 | -14.7% | 0.18% | -12.3% |
| Q4 2020 | $1,055,000 | +15.9% | 17,530 | +0.5% | 0.20% | +2.5% |
| Q3 2020 | $910,000 | +10.8% | 17,450 | +4.5% | 0.20% | +2.1% |
| Q2 2020 | $821,000 | +14.2% | 16,697 | -2.5% | 0.20% | +1.6% |
| Q1 2020 | $719,000 | -26.0% | 17,128 | -1.9% | 0.19% | -5.9% |
| Q4 2019 | $972,000 | +8.2% | 17,458 | +0.4% | 0.20% | -2.4% |
| Q3 2019 | $898,000 | -9.7% | 17,386 | -7.8% | 0.21% | -6.3% |
| Q2 2019 | $995,000 | +2.3% | 18,861 | +0.6% | 0.22% | -0.4% |
| Q1 2019 | $973,000 | +6.3% | 18,750 | -3.3% | 0.22% | -8.6% |
| Q4 2018 | $915,000 | -18.4% | 19,384 | -6.7% | 0.24% | -3.9% |
| Q3 2018 | $1,122,000 | -0.2% | 20,785 | 0.0% | 0.26% | -8.6% |
| Q2 2018 | $1,124,000 | -3.6% | 20,785 | +0.8% | 0.28% | -5.4% |
| Q1 2018 | $1,166,000 | -0.4% | 20,617 | 0.0% | 0.30% | -2.0% |
| Q4 2017 | $1,171,000 | -2.5% | 20,617 | -6.0% | 0.30% | -17.3% |
| Q3 2017 | $1,201,000 | +5.4% | 21,942 | +0.1% | 0.36% | +2.5% |
| Q2 2017 | $1,139,000 | +10.8% | 21,924 | +6.0% | 0.36% | +10.2% |
| Q1 2017 | $1,028,000 | +22.7% | 20,686 | +13.3% | 0.32% | +15.4% |
| Q4 2016 | $838,000 | +15.4% | 18,255 | +18.7% | 0.28% | +10.7% |
| Q3 2016 | $726,000 | +84.7% | 15,373 | +73.9% | 0.25% | +80.0% |
| Q2 2016 | $393,000 | +2.1% | 8,841 | +3.2% | 0.14% | -2.1% |
| Q1 2016 | $385,000 | -0.3% | 8,570 | +0.1% | 0.14% | -1.4% |
| Q4 2015 | $386,000 | -6.3% | 8,565 | -7.8% | 0.14% | -9.4% |
| Q3 2015 | $412,000 | -13.3% | 9,294 | -1.5% | 0.16% | -3.6% |
| Q2 2015 | $475,000 | +11.5% | 9,431 | +11.5% | 0.17% | +19.4% |
| Q1 2015 | $426,000 | +136.7% | 8,457 | +127.3% | 0.14% | +135.6% |
| Q4 2014 | $180,000 | +39.5% | 3,720 | +46.6% | 0.06% | +34.1% |
| Q3 2014 | $129,000 | +1.6% | 2,538 | +8.2% | 0.04% | +7.3% |
| Q2 2014 | $127,000 | +44.3% | 2,345 | +38.5% | 0.04% | +32.3% |
| Q1 2014 | $88,000 | +51.7% | 1,693 | +53.5% | 0.03% | +47.6% |
| Q4 2013 | $58,000 | +5.5% | 1,103 | +0.1% | 0.02% | -4.5% |
| Q3 2013 | $55,000 | +1000.0% | 1,102 | +1002.0% | 0.02% | +1000.0% |
| Q2 2013 | $5,000 | – | 100 | – | 0.00% | – |
Download | ||||||
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% |